Approaching Retirement or Retired

If you are in the years leading up to when you want to wind down work and let your investments provide an income, there are many factors to consider. The correct structuring and whether you should add to your super, where you should invest and if you will have enough are all questions we can help with.

Our approach to working with clients is personal and long term.

We work closely with you in ways to create, grow, and managing your wealth, so that you may enjoy the benefits of your success for the rest of your life. 

Through our advice process, we can establish and manage a successful portfolio, maximise your centrelink entitlements and provide ongoing service to ensure you enjoy a stress free retirement

We understand your special financial needs, but more importantly, we strive to understand what makes you tick. We know how important it is that you make the most of your income and assets, and protect all that you earn. 

Ready to see what MAGNIFY can offer you?

Call us on 07 4688 8000 to book an initial consultation with Stan, our Financial Adviser.

 

GET IN TOUCH

We'd love to hear from you

Main Office:

Suite 6

618 Ruthven Street

(PO Box 3620)

TOOWOOMBA QLD 4350

Regularly travelling to:

142 High Street

STANTHORPE QLD 4380

07 4688 8000

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MagWealth (QLD) Pty Ltd,  ABN 85 616 916 851, trading as MAGNIFY Wealth is an authorised representative of Accession 3 Financial Advisers Pty Ltd  (Australian Financial Services Licence No. 331990).  All information and articles on this site are general in nature. They do not consider your personal circumstances. Please consult your financial adviser before acting. Liability limited by a scheme approved under Professional Standards Legislation.

 

Stan Moffatt is a member of the Chartered Accountants Australia and New Zealand.
The Chartered Accountants Australia and New Zealand logo is a trade mark of Chartered Accountants Australia and New Zealand and is used with permission