SUPERANNUATION

Seek expert advice early

For most of us, superannuation will probably be the largest and most important long-term investment you’ll ever hold. Regardless of how far off retirement is for you, getting some expert advice now will help make sure you can afford to live comfortably throughout your post-working life.

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RETIREMENT

Get on track to securing the retirement lifestyle you desire

The earlier you begin planning, the more options you’ll have to choose from when the time comes. Since retirement means something different to everyone, we start by helping you set your post-working life goals, whether it is to travel, buy a holiday house, give back to the community or leave an inheritance for your family.

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INVESTMENTS

The path to success

Investing in financial markets is another great way to build your wealth and achieve both short and long term goals. There can be a lot to consider, but by getting some expert advice, it doesn’t have to be as complicated as you think.

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REVIEWING YOUR INVESTMENT STRATEGY

An investment strategy tailored to your needs

When it comes to saving for the retirement you've always dreamed of, it's easy to see what you could or should have done through the rear-view mirror. Less worrying about what might have been and more thinking about what could be.

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INSURANCE

Protect what's important to you

By seeking insurance advice, we’ll help you decide what type of insurance and level of cover is right for you and your family, and recommend strategies based on your personal circumstances and financial goals.

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CENTRELINK & AGED CARE ADVICE

Expert Guidance

We are able to sort through the maze of Age Pension for you and provide an assessment of your potential entitlement, as well as strategies that may be available to enhance a benefit or to obtain a benefit.

The implementation and the cost of Age Care is closely linked to an Age Pension benefit. We can assist you in calculating the various Fees levels, as well as to devise strategies to reduce the level of fees.

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