As you are retired there will no doubt be a few questions running through your mind. At GPFC our goal is to ensure you enjoy your retirement by knowing your money will last. We will provide you with clarity on your expenditure decisions to make sure you have enough money available to fund your future expenditures. We will identify your goals and objectives and provide the structure and discipline to keep you on track along the way.
We will review your superannuation to ensure your investments reflect your correct risk profile and recommend strategies that will maximise your income requirements. We are also able to provide self-managed super fund solutions. We will review your investments and income streams to ensure they are structured in a way that maximises your Centrelink entitlements. We are also able to provide you with aged care advice strategies.
We will assist you with the implementation of Wills and Enduring Powers of Attorneys as an integral part of a financial plan is estate planning in the event of death. The key objective of estate planning is to ensure your intentions are clear and carried out in accordance with your wishes, and your accumulated wealth is distributed to potential beneficiaries in the most tax-effective manner.
Our friendly team would love to hear from you. Please click here to contact us.