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FINANCIAL ADVICE 

We specialise in helping over 50s reduce tax, maximise wealth and explore a beautiful life outside of work as soon as possible. 

Goals & Values
Tax Minimisation
'What if' Scenario Modelling
Superannuation Strategies
Budgeting & Money Management 
Retirement Planning
Investing
Age Pension Maximisation

Our financial planning focus points for 55+ include:

- Risk profiling & asset allocation design          - Retirement planning

- Early retirement roadmapping                          - What if scenario modelling

- Income longevity analysis                                   -Ideal lifestyle creation

- Goal setting & prioritisation                                - Transition to retirement planning

- Portfolio guidance & management                  - Future 'inheritance tax' reduction

- Gifting planning                                                       - Tax reduction strategies

- Age pension maximisation                                   - Holiday & bucket list planning

- Retirement readiness exercises                        - Purpose, fulfilment and connection discussion

- Age pension applications                                    - Concession card applications
 
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BREAKING DOWN THE MYTHS OF FINANCIAL ADVICE

WE DO NOT...​

  • Make you rich

  • Sell you products

  • Tell you what you want to hear

  • Recommend the next hottest investment

  • Only chase returns

  • Tell you how to spend your money

  • Scold, judge, or make you feel silly about your relationship with money

  • Only look after the wealthy

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WE DO...​

  • Appreciate that there is more to life than just numbers

  • Work as a team with our clients, on the same level

  • Educate, educate, educate

  • Focus on family, lifestyle, and your passions

  • Align your deepest-held values with your financial plan

  • Removes stress to free up mental capacity to focus on health, family and time

  • Tell you what you need to hear, NOT what you want to hear

  • Help you define and express your goals and core life values

  • Provide peace of mind, simplicity and a trusted relationship

  • Consider our clients like family and provide around-the-clock support when needed

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