«
»

Stages of Life

The right financial advice is important at every stage of your life. Whether you’re seeking to build wealth or secure a retirement income, your financial adviser can help you with appropriate, tax-effective investment strategies.

Building your wealth

If you’re seeking to build wealth during your working life, your financial adviser can help you with:

  • tax-effective savings options
  • asset allocation advice designed to provide long-term growth
  • debt and gearing strategies
  • mortgage referrals
  • superannuation advice (including managed and self-managed superannuation funds), and
  • a range of other investment and financial planning strategies.

Planning your retirement

If you’re planning your retirement, or already retired, the right financial planning advice can help you secure a comfortable lifestyle, and ensure your assets are invested, transferred and ultimately passed on to the next generation in the most tax-efficient manner. Your adviser can help you with:

  • lump sum investment advice
  • retirement income streams
  • superannuation and reasonable benefit limit (RBL) strategies
  • managed and self-managed allocated pension and rollover funds
  • redundancy management
  • social security benefits, and
  • estate planning.

Whether you’re climbing uphill to the point of retirement, or coasting down the other side, the right advice can help you achieve your lifestyle and financial goals.

Where to from here?

Dan Smith is a self employed Financial Planner based in Rockhampton. He has clients in various locations throughout Australia but predominately in Central Queensland and specifically the geographic area encompassed by the Rockhampton Regional Council.

 

» Get email notifications of new articles.

Disclosure / Disclaimer: Dan Smith and Plan 2 Prosper are authorised representatives of GWM Adviser Services Ltd ABN 96 002 071 749 trading as MLC financial Planning, Australian Financial Services Licensee (AFSL:230692). The articles being accessed may contain general information and general securities advice. Before making any investment decision on the basis of the articles, you should consider, with or without advice, the contents of the articles in light of your particular investment needs, objectives and financial circumstances.
This entry was posted on Thursday, October 19th, 2006 at 4:01 pm and is filed under General. You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.

Leave a Reply