Retirement planning
Retirement is just the beginning. Winding down your employment or leaving the workforce does not have to be complicated or intimidating.
Putting a plan in place helps you understand your options and allows you to make a decision that is best suited to your situation.
Superannuation
Superannuation remains a highly effective vehicle to build towards your retirement. Making the most of your super fund involves knowing how much to contribute, how to invest and ensuring strategies are in place to take advantage of tax-free environments.
We offer specialist advice on various defined benefit schemes as well as most industry and retail super funds.
We provide advice that is tailored to your individual situation and assist you through the accumulation phase right through to pension phases (including transition to retirement plans, if appropriate).
Centrelink Entitlements
The Centrelink Age Pension and Commonwealth Seniors Healthcare Card (CSHC) have undergone significant changes to their eligibility criteria over the last few years. We provide advice to ensure you maximise your entitlements and guide you along this often-complex process.
Redundancy advice
Being offered a redundancy option or being made redundant often involves mixed emotions. Obtaining the right advice can help you put your mind at ease, allowing you to plan ahead and help you take the next steps for a better future.