Retirees (age 60+)

You are: Your working days are gone and you are looking to enjoy lifestyle and make sure your hard earned savings last as long as possible.

Typical Concerns and Risks:

• Wanting to maximise Government benefits, like Centrelink’s Age Pension
• Cash flow is king! Needing an income stream to meet lifestyle
• Will your savings last the distance, you want to enhance the longevity of your wealth considering the eroding effects of inflation
• Estate Planning, making sure your money goes to the ones you want in the most tax effective manner

Areas to Advise you in:

• Centrelink – enhancing any benefits
• Estate Planning – Wills
• Enduring Powers of Attorney and Guardianships
• Intergenerational wealth transfer
• Pension and Annuities
• Accommodation – Nursing Homes