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Retirees
Definition:
This group are aged 65 and over. They are people who have already retired who need help in structuring their finances to maximise their income for the rest of their lives. Typically this group will have no dependant children, own their home, have super and assets, are debt free, and have the time to be involved in their finances.
If this is you, this is how we can help?
We help our Retirees to feel confident about their financial future knowing they are maximising their income and understand exactly what they can afford to do and when.
During an initial consultation, at our cost, we will agree upon the key issues that you feel may need attention in your finances. We then ask questions about all aspects of your financial life, including your goals. We will help you understand the appropriate investment for your personality (i.e. high risk, low risk or a mix of both). Combining knowledge of your situation and our experience, we can give you an on the spot assessment about opportunities to improve your circumstances.
What outcomes might be expected?
Once you have asked us to move forward and provide formal advice to improve your circumstances, we will give you written recommendations that meet your identified objectives. Our Retiree clients who have been through this process say they feel confident that they can enjoy their retirement with the knowledge that they have sound cashflow and their lifestyle needs are being met. Through Estate Planning, clients are assured that their families will be looked after and have our support. At the end of the process, these clients have typically created an income stream, maximised any Centrelink entitlements, and have diversified investment portfolios that match their risk profile.
See some examples of the clients we currently help within this client group
Important Information
Advice Evolution Pty Ltd is responsible for financial planning advice provided by Grant Simpson as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of Grant's authority under Advice Evolution. Advice Evolution Pty Ltd is not affiliated with nor does it endorse other business activities conducted by its advisers.