Recently Retired

Now that you’ve finally retired, it’s time to start living the lifestyle you’ve always dreamed of. Whether you want to indulge in hobbies, travel the world, improve your health or spend more time with your family, we can help you put together a strategy to reach your goals.

We start with looking at protecting your assets, mitigating share market and longevity risk and preserving capital, maximising possible Centrelink entitlements and looking at Aged Care options for the future. We also help you plan the distribution of your wealth and gifting to family through our estate planning services, so your dependants get the most out of your assets when the time comes.

No matter what your aspirations are, we can help you live life to the fullest with a tailored financial planning strategy.

Contact us today to find out more.