The lead up to retirement is a key time - a time to maximise the many planning opportunities that are available. Ensuring your retirement nest egg will last you for your full retirement requires the right investment strategy and protection to ride out a financial crisis. As we help you plan, we firstly seek to understand your goals, aspirations and concerns and to then provide you with a personalised solution based on rigorous modelling and an evidenced based investment approach. This maximises the chance of achieving your goals.
A key part of our service is assisting you on an ongoing basis, making adjustments as your circumstances change, and taking advantage of opportunities that present themselves. For example, you may find yourself dealing with Centrelink in a new situation, and we can act on your behalf if you wish.