Retirement planning for the almost retired.

As you get ready to retire the right advice and planning is critical.

If you are 5 – 10 years from retirement it is time to get into the retirement mindset and prepare as much as possible. Approach is a plan that allows you to pull the right financial levers at the right time.

How we help

Plot a course

Help you establish the path you are to take for your retirement, how you will get there and what it will look like once you land.

Manage your Risk

Ensure your investments are adequately structured so that you don’t have too little or too much risk in your approach to retirement.

Make Tax Work for you

Structure your investments so that they are more tax-efficient for the rest of your life.

Maximise Centrelink Income

Structure your assets so to help maximise income from Centrelink to assist your retirement income.

Stay in command of expenses

Help create discipline so that when you retire you are in control of your expenses and can stay on course for a long funded retirement.

Protect your future

Ensure the right level of insurance cover so if anything goes wrong during your approach, it does not have an adverse financial impact on your retirement.

Talk to an Advisor today.

We have times to suit your needs and we can meet face-to-face or you can book a virtual meeting.

Book an appointment

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    07 3555 5166