You now have both eyes on the prize - how and when you can retire!
You probably want to spend more time with your adult children and possibly grandchildren. You are at the peak of your earning power, so a plan is vital at this stage. You may have already retired and get to enjoy the benefits of your working life perhaps travelling and spending more time with family.
YOU MAY FIND YOURSELF:
Tax minimisation or elimination
Investing excess cash
Helping your children financially
Estate planning including wills
Maximising the amount in your superannuation or managing your funds appropriately
Personal insurance to protect your family, income and assets
Positioning yourself for Centrelink benefits and associated health entitlements
YOU SHOULD CONSIDER...
You may have excess funds and would like to increase your investment portfolio.
15 Isabel Street, Toowoomba QLD 4350
ABN: 32 164 822 333
Corporate Authorised Representative of Magnitude Group Pty Ltd ABN 54 086 266 202, AFSL 221557.
Christopher Black is an Authorised Representative of Magnitude Group Pty Ltd and may offer you services through Fortress Financial Solutions Pty Ltd. Magnitude is only responsible for the financial planning services provided by Christopher Black. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.