What do we do?
Our practice mainly focuses on Retirement Planning and Aged Care advice. We tend to first see people when they are aged around 55 - 60 years old, and are starting to worry about retirement.
Our job is to help our clients successfully transition, when ready, from full time work to something more enjoyable and satisfying, and to do it without having to overly worry about their finances. We aim to help provide our clients with financial peace of mind, because they know that their money can last for the rest of their lives.
We have been doing this for over 30 years now so we have helped to see many clients and their families through the whole cycle from full time work, the various stages of retired life, to later life frailty, and death. It has been a life learning experience for us to be there along the way, and our clients regularly tell us it is a valuable service for them.
If this sounds like the type of service that might be useful to you, please feel free to contact us.
Let’s Work Together
Our business philosophy is simple. We want to make our clients better off.
In our initial meeting we can see where you are at, what you are looking for, and start the process of answering your questions and working out if you are on the right track. The fee for this initial meeting is $495. Our clients are often relieved at how much clearer their position is to them by the end of these meetings.
Sometimes only one meeting is needed, but If we think there is more to be done that will help your situation then after that first meeting we will provide you with a quote, setting out what else we can do to assist, and how much it will cost. You then have a think about it, ask further questions if needs be, and decide whether you want to proceed further or not.
We can meet either in person, on-line or by phone to start with, and then see how we go!