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Planning Your Retirement

You have built your career and managed your wealth, and are now looking to plan for your future retirement

Key issues for pre-retirees:

  • cash flow planning and debt retirement
  • consolidation of structures*
  • retirement income modelling (incorporating both super and non-super assets)
  • salary sacrifice
  • transition to retirement strategies
  • retirement strategy optimisation for capital preservation and sustainability
  • investment planning for non-superannuation wealth
  • complex arrangements for business owners - key person issues, trade sale, family succession

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

If you would like more information please contact us.