Retirement Planning

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Do you want to make the most of your retirement funds?

If you’re like many older Australians who have been thinking about how to make the most of your retirement years, one of the most valuable things you can do to help yourself is to get on top of things financially.

Can you make more of your money?

Everyone’s idea of how much money they’ll need in retirement is different. 

Even if you feel you don’t have a limitless supply of money, we may be able to help. We can work with you to create a plan for managing the money you do have so you can know your spending limit while aiming to have enough later too.

How we can help

We can help show you how to make the most of your money in retirement, and help you:

  • Achieve a balance between day-to-day spending and your long-term needs
  • Benefit from changing your financial arrangements if you’ve already retired
  • Access any benefits you may be entitled to, in addition to Centrelink
  • Understand how the value of your home can fit into your retirement plans if appropriate.

Receiving or Leaving an Inheritance

You may be planning to pass things onto your loved ones or you may have received an inheritance yourself.

Help to make the right decisions

There can be financial implications for those who receive assets as part of an inheritance, and decisions to be made.

It can be challenging to know what to do. Professional financial advice could help you have peace of mind that you are taking the right steps.

How we can help

Whether you’re a beneficiary or you’re leaving something behind, a valid will is important.

You may need help from a lawyer—we can work with yours or put you in touch with someone, so your estate planning needs can be met. We can also help you create a financial plan that considers your personal circumstances and helps you take care of your family’s future in the appropriate way.

What to do next

Speak with us about how we can help.