ARE YOU READY TO SECURE YOUR FINANCIAL GOALS?
See how we helped Kate and Ben improve their retirement outcomes, and find out how we can do the same for you!
Don't miss out on expert advice - schedule your free consultation today.
With the right structured plan and guidance, you can bring your retirement dreams to life.
What you get on the call:
- We will listen to your retirement goals
- We learn more about when you want to retire and what you want your retirement lifestyle to look like
- We get an understanding of your financial situation and provide you with some practical next steps and outline how we might be able to help
- You might have concerns you want to raise or questions about retirement - we'll do our best to answer those
- If it's a good fit to work together, we'll organise another more in-depth discussion
Ready to secure your financial goals? Don't put it off any longer - book your FREE consultation today!
ARE YOU MISSING OUT?
You need to make sure you get retirement right.
Don't make mistakes and don't miss out on strategies that could make retirement more comfortable.
BEFORE financial advice
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You have no idea when you can stop work. You don't know if you have enough in super to fund the retirement lifestyle you want.
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You're good at your career, not at finances. Navigating financial decisions is confusing and overwhelming.
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Worried about making mistakes? Super is complicated and you're worried about getting it wrong and it can't be reversed.
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Concerned you might be missing out. There are lots of available strategies to retirees, but navigating the complexities is time consuming.
AFTER financial advice
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You now have a retirement date. You also know what income you will have, so you can plan your retirement lifestyle with certainty.
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You feel confident and empowered. Working with us has answered your questions and given you the security you needed.
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We can guide you for every decision. No more worrying about 'doing the wrong thing'. We give you a plan and answer all your questions.
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All the right strategies in place. We do all the heavy lifting for you and you won't miss out on strategies that enhance your outcomes.
But don't just listen to us
HEAR FROM SOME OF OUR
LONGSTANDING CLIENTS.
We want you to have the retirement of your dreams.
When you say “yes” to financial advice with us, you embark on a lifelong partnership. We’re here to create the right plan for you and implement the steps needed. But we're also here to guide you to make the right financial decisions, and support you through life's challenges as they happen.
Here's how we have supported our clients:
HANDS DOWN:
Working with a financial adviser is THE BEST way to retire when you want to and with the lifestyle that you want.
Why? Because...
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Having a plan will reduce anxiety and worry
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INSTEAD – taking control of your finances will feel empowering
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Financial advice is something we can implement SWIFTLY, and you're taking action sooner rather than later.
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The wasted hours worrying about whether you've made an irreversible mistake will mean more time thinking about your retirement lifestyle (Will you move closer to children, travel overseas more or just feel relieved you have a plan for the next 10 years before retirement?)
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There are many strategies you could be taking advantage of, but may be too complicated to navigate on your own - we help you work out which ones are best for you.
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Whether retirement is a month from now or 10 years away, we'll help you put a solid plan in place so you can retire confidently without worrying about money
You Can Finally Stop Worrying About Your Retirement Future Without a Strategy
“BUT IS
SPEAKING TO A
FINANCIAL ADVISER
RIGHT FOR ME?”
Most likely, YES! Especially if at least ONE of these
statements feels true for you…
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You want a plan that works. So you can feel organised, informed and empowered to make better financial decisions.
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You want to reduce anxiety. You deserve to stop worrying and have the right advice from someone who knows the strategies you need and can implement them swiftly.
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You have dreams about your retirement lifestyle. You want to know when you can stop working so hard and get your retirement lifestyle happening - life on the road or the beach awaits you!
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You really want to leave a legacy. You've spent many years creating your wealth, and now you want to ensure it's structured well to leave it to those you love in a tax efficient manner.
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You simply want to work with someone you trust who can bring your dreams to life, make you feel safe to ask any questions you might have and give you comfort you have the right plan in place.
Are you avoiding seeking financial advice?
We help generations of families navigate complex finances confidently and safely.
- No more confusion - ask any questions you want!
- Avoided getting advice up until now? Don't worry, you're not alone - we're here to give you the facts and create a plan to get to your goals.
- Want to plan an overseas holiday every year? Whether travel is your thing, hobbies or plans to leave a legacy to your children - we help you create the right structured plan to meet your goals.
- Have a complex situation? We help with business exit strategies, complicated investments and structures, and we navigate it all with you!
But don't just listen to us
HEAR FROM SOME OF OUR
LONGSTANDING CLIENTS..
We want you to have the retirement of your dreams.
When you say “yes” to financial advice with us, you embark on a lifelong partnership. We’re here to create the right plan for you and implement the steps needed. But we're also here to guide you to make the right financial decisions, and support you through life's challenges as they happen.
Here's how we have supported our clients:
Work with a team that understands you.
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