Enjoying your retirement

You are transitioning to retirement or have already left the workforce

Key issues for retirees:

  • cash flow planning and management
  • post retirement investment income solutions
  • strategies to manage longevity risk
  • estate planning strategies - review of types of wills and powers of attorney, superannuation dependants, use of trust structures*
  • complex family businesses - facilitating family discussions on transition and succession planning, management of estate related complexities and inter-generational wealth transfer
  • access to Commonwealth Age Pension and ancillary financial assistance
  • analysis of and advice on different aged care options

*undertaken in conjunction with appropriate legal and/or tax advice

If you would like more information please contact us.