Including superannuation rollover and pension advice (including accumulation and defined benefit superannuation), investment administration, managed funds, securities and direct equity advice (and other strategies for high net wealth individuals and families including philanthropic giving and structures).
Investment advice can be sought by anyone wanting to develop a investment strategy to build wealth for the future. Although not always, often an investment strategy will support a plan for retirement or financial independence.
This type of advice is often required by people who may be approaching retirement, and is critical for everyone between the ages of 50 and 65.
Ask yourself the following questions:
Are you in a position to pay your mortgage off as quickly as possible?
Do I have savings capacity and ability to invest?
Are you paying to much tax?
Has your super been positioned to benefit from compound returns?
Will I have enough to fund a comfortable retirement?
If you are not sure if you can answer these questions, please book a complementary appointment to discuss your options.