Project Overview

Fine Tune

retirement

You have fewer financial commitments so now, it is also a time where you may consider helping your children get started with a major purchase. Pre retirement is a very important time to leverage your wealth and to be careful so that you can provide for the lifestyle you have planned for.

Some key life triggers are:

  • Children have left home
  • Selling family home
  • Helping children fund a home of their own
  • Planning an overseas holiday
  • Buying a new car or caravan

Why deal with us?

  • The age of opportunity
  • Accessing your super
  • Maximising government benefits
  • Accelerate your super savings
  • Review your will and estate plan