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...​
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Make you rich
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Sell you products
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Tell you what you want to hear
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Recommend the next hottest investment
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Only chase returns
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Tell you how to spend your money
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Scold, judge, or make you feel silly about your relationship with money
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Only look after the wealthy
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WE DO...​
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Appreciate that there is more to life than just numbers
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Work as a team with our clients, on the same level
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Educate, educate, educate
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Focus on family, lifestyle, and your passions
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Align your deepest-held values with your financial plan
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Removes stress to free up mental capacity to focus on health, family and time
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Tell you what you need to hear, NOT what you want to hear
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Help you define and express your goals and core life values
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Provide peace of mind, simplicity and a trusted relationship
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Consider our clients like family and provide around-the-clock support when needed