Retirement &
Aged Care

Retiree’s need to survive on whatever income they can derive from the capital they have accrued during their working life. Capital is required as a base to provide income and as a hedge against the twin ravages of taxation and inflation. For some, this means that supplementary income from Centrelink is appropriate. All investments have a degree of risk, and it is important that this is properly understood and regularly reviewed for suitability and tolerance. More information on investment risk can be found on the Moneysmart website here.

Our planning staff ensure that they keep up to date with all taxation and Centrelink legislation – vital for retirement clients.