FINANCIAL PLANNING

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SUPERANNUATION

A tax effective savings vehicle for retirement. Provides for building up a lump sum whilst working, and then preferential income stream in retirement.

Investment strategies can be matched to your desired risk tolerance and provides peace of mind retirement planning. Can incorporate some insurances and the ability accept UK Super entitlements.

RETIREMENT INCOME STREAMS

Provides a tax preferred income in retirement, either by “Transition to Retirement” (available from age 55) or full retirement incorporating any Centrelink entitlements.

Optimisation of income from all possible sources to provide your desired life style in retirement, which may include travel and car replacement.

INVESTMENTS & SAVINGS

Savings with a tax effective focus for building a lump sum of funds.

Enables fund to be used for purchase of a home, car, holiday or funding education expenses.

AGED CARE & CONSULTANCY

Assessment of entitlements for Government assistance and strategies for use of funds for accommodation bonds (if applicable).

Assistance with benefits as required for High or Low Care beneficiaries.

Provides for smooth transition into comfortable and appropriate assisted living.