Creating Peace of
Mind in Retirement
Make Retirement the Best Years of Your Life
Make Retirement the Best Years of Your Life
My Clients
I help clients think through their options in terms of how they want to spend their retirement and then put in place sound financial decisions that help them achieve those goals.
Retirement planning should focus on generating as much income as you can as safely as you can, while ensuring some capital growth for the years ahead.
It’s about making sound investment decisions. Your retirement savings are both precious and irreplaceable. They also have to last you a long time.
Meet Janet
Janet Hemmings is a retired schoolteacher, keen horse racing enthusiast and has been a client for 13 years.
Janet's husband had recently passed when she came to me asking for advice as to how to manage her affairs in retirement. I was able to consolidate a number of investment and superannuation accounts into one account and establish a simple tax-free pension.
Since then, I have proactively managed her portfolio of investments, leaving Janet to concentrate on enjoying her family and or course, going to the races.
Meet The Turnbulls
As a result, we took control of their superannuation accounts and various other assets and put their savings to work in a quality superannuation fund, where they could invest in high-yielding direct shares.
Since then, Judy has retired, and we have created a pension account for her, which pays her a regular tax-free pension and where all the assets supporting that fund are tax-free.
Daavid is still enjoying working and so has put off retiring for a few years. He does though have the peace of mind knowing that he can retire at any time and that they will continue to enjoy life, knowing their finances are well managed.
Meet Mark
Mark had decided to retire to a home he owned on the Mornington Peninsula and despite having a number of bad experiences using financial advisers in the past, he spoke with me to obtain advice as to what to do with an investment property he owned in Melbourne.
My advice was to sell the investment property, contribute as much as possible to super, where it could support a tax-free pension, and invest these funds and those outside super, in high yielding, well-managed listed companies.
I have proactively managed these share portfolios for him ever since.
