About You
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You may be in your 50’s or 60’s and still working.
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Have adult children living independently or with you.
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Thinking about retirement but not sure what to do.
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Not sure how much money you will need to retire.
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Want to maximise your superannuation.
You Need an Adviser who will
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Provide a plan with a strategy, resources, knowledge and guidance.
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Help with investment planning.
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Optimise your tax position.
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Provide a Cash Flow strategy to prepare for retirement.
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Analyse retirement income requirements.
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Determine potential retirement ages.
- Help with Estate Planning.
Case Study
| Clients |
Jane |
Garry |
| Age |
58 |
53 |
| Salary |
$240,000 p.a. |
$110,000 p.a. |
| House |
$1.8m – with $120k mortgage |
| Shares |
$15,000 |
$55,000 |
| Super |
$620,000 |
$29,000 |
| Health |
Good health |
| Children |
Rhys age 25 and Emma age 22 |
| Insurance |
Adequate general and personal insurance |
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Book Your Free Consultation
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Client Objectives
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Want to retire at age 65.
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Boost retirement nest egg.
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Financial security.
Our Advice
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Maximise Super contributions.
- Transition to Retirement strategies.
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Home loan repayment schedule.
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Taper personal insurances.
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Review Super Fund and Investment Strategy
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Advise on asset allocation and investment selection, with clear focus on quality investments and minimising costs.
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Show projections with different scenarios.
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Help with Estate Planning.
Client Testimonial
“I was introduced to David Price quite some years ago by a neighbour- this neighbour was quite wealthy due to a significant income stream and raved about what an amazing job David had done for them. I am pleased to say we have had a similar experience (except for the significant income!) and David and his team have given us wonderful and very sage advice. We rely upon David totally for all of our financial planning, which in approaching retirement, is of course very important – we couldn’t be more comfortable with this situation.” Eian Mathieson
(02)9091 0080
