we will do it together

Pre-retirees

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How We
Can Help

Each person’s idea of a comfortable retirement is different and it’s difficult to know exactly how much you’ll need to achieve the lifestyle you want. 

It is important to plan well and knowing what you want.  

Yes, set a goal and we will help you to achieve it. 

Make a wish! 

and Call us!

helping you in the Pros and cons

Factors

Tax Ideas North Sydney

How can we help you today?

Ask a question and we will get back to you shortly.

the tradition

Your children are grown up and have most likely started their own lives and families, plus your work is winding down.

This leaves you and your spouse with time to focus on the things you may have delayed or put off because of family commitments.

Preparing for retirement

Retirement is just around the corner. And while many investors in their 40s and 50s are planning for 20 years in retirement, there’s a good chance their retirement will last 30 years or longer.

The risk of not having enough savings at retirement is one of the key challenges for retirees. So it makes sense to make sure your current plan is right for you, and will provide you with enough money to live comfortably for the rest of your life.

Did you know ...

  • Your superannuation is going to be tax free once you are in pension. 
  • You maybe eligible to age pension.
  • Age pension is different from pension from superannuation.
  • You can …

“Retirement is like a long vacation in Las Vegas. The goal is to enjoy it the fullest, but not so fully that you run out of money.."

— Jonathan Clements

plan of action

know your Goals

Do NOT trap yourself into selecting the best solution as there is no such thing. Each option is double edge sword and there are pros and cons. It is important to know your goals before discovering solutions with us. What your goals? Tips: pay less tax and earn more wealth are NOT goals, they are habits. 

01

Plan

Think about your goals and what you really need.  

02

Action

Stick to your plan but don’t be stubbon. Do it right.

03

Review

Review your plan, review the situation and adjust them accordingly.

you are not alone

our professional services Include:

Why choose us?

  • Fixed Fee Pricing
  • Tailored Plans
  • Your Best Interest
  • Local to You
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We offer full accounting services including bookkeeping; tax planning and advisory; company financials; SMSF administration and more.
Accounting
Our internal financial planners put your best interest at their heart. They are doing only one job - make you into a better position while achieve your goals.
Wealth
Our mortgage brokers are good negociators who find the best deals on the market for you. They work with your accountants and planners closely.
Mortgage
Insurance plays a vital rule in your life. It provides certainties and help in the times you needed the most. Insurances can have strategies attached 😉
Insurance

+612 8318 1545

Call us today to make an appointment at your local office