Reaching your retirement is a significant milestone, and it’s important you live the life you want to. Superannuation will form the nucleus of your financial stability in retirement, so it is imperative that you structure this product correctly. We will also ensure that all of your health wishes and wealth directives are ordered properly.
| Talk To Us If | How We Can Help |
|---|---|
| You are unsure how to set-up your super fund investments to pay yourself an income | Determine the appropriate allocation of funds to income paying investments |
| You find it confronting, confusing and difficult to know how you should manage your funds | Provide a clear rationale voice that gives you a plan you can understand |
| You would like to know if you should sell or hold on to your family home | Provide a detailed analysis of the capital investment required to produce your required income in retirement |
| You would like to know how to best structure the proceeds from the sale of your business | Advise on appropriate taxation structures to ensure you pay the least amount of tax on the sale of your business |
| You would like to know what government benefits you are entitled to receive | Explain what benefits are available and if it is possible to restructure your investment holdings to gain more benefits |
| You are concerned about other people (EG. medical professionals, family) making decisions on your behalf should you suffer a significant medical setback | Advise on the appropriateness of an Advanced Health Directive to clarify your wishes regarding any treatments |
| Upon your passing you wish for your family assets to remain within “the family bloodline” and protected from possible future events EG. Children’s divorce |
Advise on appropriate strategies via your Will that will give your children the ability to protect their inheritance |
