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 ensure you feel supported every step of the way.

Investing 

The options available for investing both inside and outside of superannuation can be daunting. Our team will work with you to understand where you want to be and address any concerns. We'll then provide a plan that matches your appetite towards both risk and security. Do you lie awake at night worrying about how your super or other investments are performing? Or are you comfortable with short-term volatility in order to pursue long-term growth? Learn more about well-diversified portfolios and the type of investor you may be here>>

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. We can also help with arranging finance to purchase a property or refinancing an existing SMSF loan. 

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. 

Aged Care

Our in-house specialist, Hamish Clark, can help with every stage, from downsizing to home care, retirement villages and eventually transitioning into a care home. 

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

Book in to see us here.