No matter what stage of life our clients are at they have financial peace of mind because they have answers to questions like the following.
- Time is running out, have I left it too late to save?
- Should I salary sacrifice to superannuation?
- Which is best – paying off my home loan or salary sacrifice?
- Superannuation - How much do I need? How long will it last?
- Is a self-managed superannuation fund right for me?
- Can I afford to retire and have the life I dream of?
- How do I create a regular and reliable income in retirement?
- How long will my money last if I continue to spend this way?
- I don’t wish to get old and then discover I could have spent more?
- Could I be getting more age pension?
- Why am I paying income tax, yet my friends don’t?
- What happens to my money when I die?
Aged Care Accommodation
- What do I need to know about entering aged care accommodation?
- How much does it cost - I have heard it is expensive?
- Will my age pension be at risk?
- Will we need to sell our home if one of us needs aged care?
- Who will make these decisions for me if I am unable?
If you have similar concerns we welcome the opportunity to provide you with the answers.