With an aging population and insufficient age pension, it is becoming increasingly necessary to plan financially for your retirement. Our financial strategists can design superannuation and retirement strategies to help you manage the income, wealth and financial security you need to maintain your retirement lifestyle.
The first step towards successful long term wealth involves thorough planning and structuring of your financial affairs and your investments. Our lifestyle planning service is an integrated process designed to help you organise your financial affairs and plan, create and implement a personalised wealth strategy to manage your long term wealth.
We are an accredited specialist in self-managed superannuation funds and are a member of the Self-Managed Super Fund Professionals’ Association of Australia, a highly regarded industry professional association of specialists in self-managed superannuation funds.
Our strategists can guide and advise you on structuring your investments through a self-managed superannuation fund. We can also provide comprehensive set-up and on-going administration services for you.
Our lifestyle planning service involves:
- an initial complimentary meeting with you to understand your financial circumstances & lifetime goals
- extensive profiling to understand your attitude towards investment and other risks
- analysing your financial circumstances and the wealth you need to help you achieve your life goals and ideal retirement
- developing a personalised long term investment and wealth strategy to suit the financial requirements of your life situation and long term goals
- outlining our recommendations in a strategy paper & meeting with you to discuss them
- preparing a formal Statement of Advice based on our strategy recommendations & discussions with you
- implementing your personalised financial and investment strategy