APPROACHING RETIREMENT OR RETIRED?

 

Whether you are nearing retirement or retired already,  you might be worried about how long your money is going to last, where your income will come from, how you build and control your finances, how to maximise your centrelink entitlements and how to keep your money safe.

We can help you sort all those queries, freeing you up to enjoy a stress free retirement.

Centrelink entitlements

Tax & income strategies

Estate Planning strategies

Investment strategies

- For income

- For growth

 

You're at the stage in life where you want to start increasing your nest egg and prepare for the future.  We can help you balance your needs for now with your goals for tomorrow. 

Sorting out the correct insurances, best super and best financial plan so you make the best financial decisions for you and your family, allowing you to enjoy more. 

Tax minimistation strategies

Asset protection

Debt reduction strategies

Estate Planning

Super and Investment strategies

Insurance 

We know you work hard as a professional or running or managing a business,  so its understandable that sometimes you leave your own affairs until last. We realise you want to make the most of your income. We can help you sort out the correct insurances, best super and salary package and financial plan so you make the best financial decisions. 

 

Tax minimistation strategies

Asset protection

Debt reduction strategies

Estate Planning

Investment strategies

Insurance 

 

You're passionate about your business, that's why you started it in the first place; but running a business is rarely smooth sailing.  We can work with you to strengthen your business, overcome challenges and succeed.

 

Tax minimisation strategies

Wealth creation and investment strategies

Business Expense Insurance

Personal insurance

Keyperson insurance

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

  • Facebook Social Icon
  • LinkedIn Social Icon

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