Maximise Centrelink, minimise tax & preserve your assets

We are starting to live longer (this is good) and the government is beginning to make accessing benefits harder (this is bad). These two factors combined mean we really cannot
afford to leave things to chance. Building wealth for retirement is not rocket science…if you have time! For those of us that don’t have time there are other options we can look at to accelerate your wealth.

There are many ways to boost your retirement savings in preparation for stopping work. There are rules and laws as you would expect in order to achieve this so seeking smart advice can add significant value to your retirement plans. And for those of us who need more time, the good news is there’s no need to stop work at 65 anymore, particularly if you love what you do. Or maybe you want to scale back to part time work earlier and begin accessing a potential tax free pension. We can help you weigh up all the options and ensure you’re heading in the right direction.

When you’ve reached retirement, or financial freedom as we prefer to call it, we ensure you maximise Centrelink entitlements, generate safe tax effective income and ensure your money lasts so you can ideally leave a legacy for your loved ones.

If you’re approaching retirement and unsure as to how long your money will last please get in touch. We’re always happy to chat and guide you to the information you require to provide peace of mind. You might be pleasantly surprised at the quality retirement awaiting you.