Retirees
Around 1/3 of retirees in Australia are relying on their own investments as their primary source of income although may be receiving a small amount of government welfare as a top up including access to the senior’s card which has a number of discounts including medical, transport, shopping (including camping gear!), and accommodation.
We help our retirees by advising the clients on investments that are suited to our clients in the retirement including self managed superannuation moving from accumulation accounts to pension accounts, the various strategies to be employed during this phase, and assisting with estate planning including WILLS, and Testamentary Trusts.
Call Mike on +61 8 6214 3900 for a meeting now or <click here> to contact another member of our team.
<Click here> for Self Managed Superannuation Fund Specialist