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Your financial situation - Smart Retirement

Clever income strategies

Ever wondered how that friend of yours was able to retire on a great income and didn't seem to worry anymore about tax and had spare money to spend on long holidays overseas, buy the new car, caravan, boat etc?

Smart retirement is all about organising your financial affairs before you retire. You may benefit from a superannuation income or other investment income, or a combination of both as well as enjoy some or full access to the Age Pension. It all boils down to strategic planning.

You need to fully understand Centrelink requirements to qualify for the Age Pension benefits.

We will help you understand the Asset Test, The income Test, gifting and all of the other requirements. Contact us for you initial free "Smart Retirement " consultation

Estate Planning

Your finished building your wealth but you can't take it with you when you go so it's important that you Estate Plan is up todate.

When was the last time you checked you Will? More than three years ago? Then it's time to review this. Now you are retired your situation may have changed, have grand children and may have health issues.

Naturally you would like your estate to pass to the loved ones you would like without interference.

With most people living longer it is now more important than ever to ensure that you have in place an Enduring Power of Attorney so that should you become incapable of managing your financial and lifestyle affairs.

We have our Estate Planning Lawyers on hand to assist you ensure appropriate Estate Planning organisation that is compatible with your retirement planning.

Contact us for you initial free consultation.