You are nearing retirement or recently retired.

Have you paid off your mortgage or do you own your own home? Do you have dependants or are you dependant-free? What lifestyle do you wish to maintain through your retirement?


Things to consider Your options

How much superannuation will be enough for your retirement to maintain the lifestyle you desire?

Seek advice for your Superannuation investments including structure, pension payment options and beneficiaries.

How can you help your family once you’ve gone and mitigate their inheritance tax?

Ensure you have plan for your Estate and a Will or Testamentary Trust to provide greater control over the distribution of your assets the way you intend.

What do you need to know about your Aged Care options?

Investigate an Enduring Power of Attorney in the case of failing health or cognition impairing your ability to make decisions.




"Let's discuss your current situation and put the plans in place for your future."

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