Background
… a time to build wealth and prepare for retirement.
~ Home paid off.
~ Kids becoming independent.
~ Income finally exceeds expenses.
Our tailored financial plan will help …
- Establish a retirement funding target.
- Review existing investments and market exposure.
- Reduce tax and boost savings through salary
sacrifice super. - Consider a geared investment strategy.
- Review wills to ensure they’re appropriate.
- Maintain suitable insurance protection.
