Accumulator

PLANNING FOR THE POST WORK FUTURE

40’s to 60’s

  • Debt elimination
  • Asset protection
  • Life Insurance and Income Protection
  • Ethical investing
  • Tax effective strategies
  • Transition to retirement planning
  • Inheritance issues
  • Estate planning
  • Financial assistance to family
  • Business / career exit strategy
  • Healthcare
  • Long-term care planning – parent and self
  • Lifestyle – family enjoyment and reward

You are more than likely already well advanced in your work, your career or your life and are searching for opportunities to maximise your wealth for you and your family.

You may have accumulated a reasonable amount of investment and perhaps debt, as debt is a useful vehicle for attaining assets and achieving financial growth.

You may be nearing or in retirement, and after working and saving for years, a relaxed retirement is something to look forward to.

You’ve now reached a point in life where you need to consolidate your wealth by finding the right financial strategy to help prevent your capital being eroded by inflation, provide a regular income for your retirement, and ensure that you can meet ongoing commitments.

PO Box 56
Ballajura WA 6066

Monday - Friday
9am - 5pm