Everyone's different, of course, but here are some of the things our clients often confront in their fifites and sixties that have a significant impact on their finances:
This is a period of great change for most people. Some of us plan to keep working until we're in our 70s. Others want to start winding back as soon as possible. For many, the family home suddenly seems a bit empty once the children have left home and a whole range of lifestyle options emerge. At this stage of life, a lot of people may think it's too late to boost their retirement nest egg, but in most cases they'd be wrong. With expert advice and assistance, there's so much that can be done to help you get the most out of life.
We can help you reduce tax
Tax is probably your single biggest expense, so there's enormous potential to save you serious dollars. Dollars that could be used to create wealth instead of deplete it. Here are a few of the main ones you may be able to consider:
Disposing of capital losses against capital gains
Establishing a family trust
Using tax-friendly investments
Contributing existing investments into super
Sale of Investment property
Your adviser knows all the options and can advise you on which is
best for you, and then help you put your plan into action.
Making the shift to retirement or semi-retirement is a big decision
and can be very stressful. There's a lot at stake and no time left to fix
things if you get it wrong. Never has there been a more important
time to get professional expert advice and assistance.
Please contact our office for a free consultation with one of our
advisers to find out how you can benefit today.
For more information or to make an appointment click here
What can we do to help?