Retiring Now?
We can help!
If you are aged 55 to 65 plus and retiring now we call you a wealth utiliser. We call you a wealth utiliser because your goals and objectives are generally based around how best to convert your savings and investments to income, or as we say utilise your wealth.
You may be, or want to be, semi- or fully retired. You are likely to be debt free and own your own home. We have found the key concerns for wealth utilisers are generally how they can get the most out of their retirement income and possibly accessing the age pension.
You should ask us about:
Advice and information on this page is intended as a guide for you to consider when thinking about your financial situation. It does not take account of your personal circumstances. Therefore, consider it together with your overall circumstances before making a decision about your financial future. Alternatively, come in and speak with us about how we can help.
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