About You
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You may be 60+ years of age.
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Recently retired from the workforce.
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Want to travel.
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Want to pursue your passions and interests.
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Want to be with family, friends & experience life.
You Need an Adviser Who Will
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Manage your investment portfolio for your long-term benefit.
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Help you meet your retirement cashflow objectives.
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Maximise Centrelink benefits.
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Check Estate plans are current and in place.
Case Study
| Clients: |
Reg |
Sandra |
| Age |
63 |
65 |
| Salary |
$0 |
$0 |
| House |
$800,000 – unencumbered |
| Super |
$420,000 |
$750,000 |
| Health |
Good health |
| Children |
Tim age 28 and Lucy age 24 |
| Insurance |
Adequate general
and personal insurance. |
Client Objectives
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A regular income stream throughout retirement.
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Investments aligned with risk profile.
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Maximise Centrelink benefits.
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Property downsize (at future date).
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Provide inheritance for their children.
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Financial and asset protection.
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Book Your Free Consultation
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Our Advice
- Analyse cash flow for retirement.
- Tax effective Superannuation income streams.
- Review Super Fund and Investment Strategy
- Advise on asset allocation and investment selection, with clear focus on quality investments and minimising costs.
- If capital transferred to children or grandchildren upon death – protection from future divorce.
- Estate Planning, including Superannuation assets which do not necessarily form part of a person’s Estate.
- Enduring Powers of Attorneys, Medical directions etc.
Client Testimonial
“The team from Strategy First were able to bring financial order to our financial chaos. They sat down with us, helped us work out what was important to us and provided a plan to help us get there. No task was too difficult or too mundane for them. It has been a delight dealing with Strategy First.”
Frank & Moira Arrigo
(02)9091 0080
