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.