Our Clients

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.

Planning Retirement

  • 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?

Retirement

  • 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?

Other circumstances

  • Redundancy
  • Divorce
  • Compensation
  • Inheritances

If you have similar concerns we welcome the opportunity to provide you with the answers.