Who Do We Work With?

For some the ability to retire using own funds is not possible. We have experience with clients who have Centrelink benefits. This includes disability support, aged pensions, seniors health care cards and aged care requirements.

There are many tips and traps as well as benefits and limitations to all financial strategies. We can guide you through these and develop and outcome suitable for your needs to achieve peace of mind and maximise your income in retirement.

As a self funded retiree your investment assets and the strategy implementation and implications are important to your long term livelihood. We have worked with self funded retirees from public sector and business backgrounds to structure an appropriate strategy focused on your income and capital requirements.

Our advice approach means you can choose how we work together on a one-off or ongoing basis depending on your needs and required level of service and advice.