YOUR DETAILS
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Partners Name
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TELL US ABOUT YOU
Do You Feel that you are on track for a comfortable retirement?
Do your wills incorporate testamentary discretionary trusts?
Do you currently engage with an Independent Financial Planner?
Do you believe that it is important to access Centrelink benefits in Retirement?
Has your family set financial goals for the next 3 and 10 year time-frames?
Are you aware of the small business tax concessions available to business owners to reduce or eliminate CGT on the sale of a business and the tax free income available from a retirement income stream?
Do you fully understand how your investments are currently managed?
In three years time, what needs to have happened for you to feel a sense of achievement?

Contact Us

4/122 Tamar Street
BALLINA NSW 2478

(02) 6681 1911