We help our clients discover what is fundamentally important to them, and then we work in the background to make sure they focus on one thing: happiness.
Your transition to retirement is an important step in your life. We have a number of strategies to help you make this transition as smooth as possible.
In addition to taxation management strategies, we also provide advice and guidance on Centrelink-related issues including the asset test and the income test and how to best manage your affairs to maximise your entitlements.
I am now able to plan for future retirement with a lot more confidence, as I have confidence in my consultant's ability to do the best for me. I have not only seen an improvement in my super return but I have found that I have a better understanding of my week to week spend and how I should manage my own savings.
- Kev & Kris Rahley -
The long term benefit was that we have been able to retire when we wanted to, this was due to implementing strategies that were recommended to us. Marc was able to tailor investments to create the income we needed to meet our needs. I wanted to retire early due to the heavy workload as a Boilermaker/Maintenance Engineer.
- Peter Jackson -