Retirement - Am I making the most of my retirement funds?

If you have retired or are approaching retirement, it is still important to have a sound financial plan in place. Strategies such as converting your superannuation into a pension can be very tax effective and you should also know what aged pension payments are available to you to assist in your retirement funding.

We can assist with strategies such as:

  • If you are age 60 and over, you don’t have to pay any lump sum tax or tax on pension income payments if you convert your superannuation to a pension plan
  • Tax savings on investment earnings inside pensions.
  • Assist in providing a fixed income stream so you can have certainty of income in retirement
  • Applying for the aged pension and Seniors Card

Over 11 years of expert experience in empowering clients to secure their financial future

Manage over $10million of retirement savings

Helped over 250 clients achieve their financial goals

Protected over 100 families with Income Protection and insurance plans

Partnered with

Certified Financial Adviser with RIAA

Are you ready to secure the financial freedom you deserve?

Talk to us now on (02) 6652 5199
or

Contact Us Online