People Planning Retirement

Planning Partners provides tailored advice to people planning retirement. These clients often require advice in the following areas:

SUPERANNUATION STRATEGIES
Decisions regarding superannuation contribution and investment strategies are critical in the months and years leading up to retirement. We encourage prospective clients to seek advice well before retirement to ensure that you take advantage of all tax concessions.

RETIREMENT INCOME STREAMS
Planning Partners can help you navigate complex legislation and structure tax-effective income streams to provide a comfortable retirement.

PORTFOLIO MANAGEMENT
We provide portfolio advice on a wide range of investments including direct equities, professionally-managed funds and fixed-interest investments both within and outside of the superannuation environment. We can also provide you with access to direct property investments through our strategic alliances with Buyers Advocacy and Property Management firms.

ESTATE PLANNING
We provide comprehensive advice to ensure that your assets are protected and distributed in accordance with your wishes upon death. We work in conjunction with Estate Planning solicitors who prepare Wills and Powers-of-Attorney for our clients.

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