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Retirement planning

                       We explore all available tax concessions related to superannuation as well as any of your external assets plus potential benefits that can be extracted from Centrelink. If you have investments outside of super, we will consider scenarios for and against selling these and the resulting tax effective investment strategies.

 

Our modelling scenarios will aim to answer the question on what your retirement lifestyle will look like, do you need to postpone your retirement, can you bring it forward and can you afford to assist your family with a lump sum gift. Several scenarios are usually considered.

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Michael Brandt and Strategy By Design Wealth Planning Pty Ltd (ABN 61 686 732 285) are authorised representatives of GPS Wealth Limited (ABN 17 005 482 726) holder of Australian financial services licence number 254544 (“GPS”). GPS is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not financial product advice and is provided for information only. 

https://gpswealth.com.au/

General Advice Warning: The advice provided here is general in nature only as, in preparing it we did not take account of your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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