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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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