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Matthew is 49 years old and has children from a previous relationship. He has a house, a car, a boat and a motorbike but a low super balance. He wants to plan ahead as he wants to retire early, and be able to maintain his lifestyle in retirement with plans to travel. By working with us, we are able to organise his financial situation to allow for him to use various transition products to meet his objectives of travel and early retirement. Planning ahead means that he will be able to have an income supplemented by the aged pension with his superannuation invested wisely.
We provide a broad range of financial planning and advice to our clients.
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