financial planning & lending specialists 03 9686 4976

What might your life look like once you've retired?

It might seem daunting to think about your finances in retirement, but the sooner you start planning the easier it will be. You're never too young and it's never too late! We have a wealth of experience in working with people just like you. We take the time to really understand what YOUR goals are, and then explain things simply. We make things streamlined and easy to understand, and we'll make you feel supported every step of the way.

Pension Planning

The complexities of the Australian pension system can be overwhelming. The good news is that we've navigated through them before and we are always up to date with breaking legislation changes so you don't have to be. We can assist you to structure your finances to make the most of your pension entitlements and your retirement.

Self Managed Superannuation Funds (SMSF's)

We have years of experience with SMSF's. We can help you to assess whether it's right for your circumstances, set up the correct structures for you and help you to manage the fund and the complexities that come along with it. We work alongside your other advisers to make sure that your needs are being met and that your fund is compliant and flourishing.

SMSF Lending

Are you thinking about purchasing an investment property through your SMSF? Choice Capital can help you secure the finance you need through lenders who specialise in SMSF loans. We can help you by educating you on the specific structures involved and how it all works in practice and then walk you through the whole process to ensure that the legalities are considered and all catered for.

We can assist with:

  • Limited recourse loans
  • Refinancing an existing SMSF loan
  • SMSF cash flow management
  • Individual and corporate trustee entities
  • Your choice of repayment options
  • Flexible terms
  • Extremely competitive interest rates through our networks

Considering Your Children

Perhaps you're thinking about joining the "Spending the Kids Inheritance Club? Or maybe you've been hoping to be able to pass on some wealth to the next generation? We can assist you with planning how you'd like to spend your retirement and what you'd like to leave behind. 

If you're ready to start planning for your future we'd love to talk to you.

Book in to see us here.