(65+ Year olds)
Longevity Planning/Minimising Risk/Aged Care Advice
For some this will this will be the first time to you establish an action plan for your future 'after-work' income. We are here to ensure you make smart decisions with your money to minimise any risks, plan for (and minimise) taxes, and ensure we are ontract to hitting your retirement goals .
- Dynamic Pension Withdrawals - We take into account how financial markets have performed and adjust the draw down strategy to minimise any longevity risk - the risk outliving your pension
- Estate Planning - Advice on managing your assets in the best possible way
- Retirement Income Advice - We provide advice to those receiving part or full age pension payments on maximising entitlements
- Aged Care Advice - Offering a clear understanding of the costs, advice on Aged Care residential bonds, daily accommodation payments and estate planning issues
- Long Term Tracking - We monitor and review your assets and situation on a regular basis to ensure they are hitting the milestones we need them to hit.