You’ve worked hard to get to this stage in life. Made sacrifices to support your children, pay off the mortgage… and now it’s your turn.
But nagging in the back of your mind are the perennial questions:
“Will we be ok?”
“Can we afford the life we imagined?”
Retirement comes with its own set of questions, and you cannot afford any wrong moves now. With only a few working years left (or already behind you) the choices you make now will shape your next 20–30 years.
That’s where we come in.
We take the time to understand your goals, the things you want to do and experience, and the legacy you may want to leave.
We’ll analyse your financial affairs and assets to uncover what you have – and more importantly, what is possible.
Then we’ll present your personalised plan that is:
One that will ensure you have a happy and enjoyable retirement.
Confident knowing that the money is there when you want, now and for the next 20 years or more.
Even in retirement, financial advice can make a powerful difference.
Default superannuation options are designed for the masses – not for your goals, your tax position, or your unique life circumstances.
We help retirees restructure their finances to:
After all, you have living to do… and it should be fun.
Gavin Murray has been helping clients transition into and thrive in retirement for over 25 years.
He knows the rules and how to maximise your financial position. To create the plans and then advise on them so you can enjoy the lifestyle you deserve.
For the decades to come.
Let’s talk about your goals and how we can help you.
Book a Discovery call and take the first step toward the retirement you deserve.
Call us now on 02 4926 8000 or fill in the form.