Self Funded Retirees

Worried about how you'll manage when you stop working?

Getting older is stressful enough without worrying about money. Come and have a chat to our financial planner, Damian, about what your options are in retirement.

If you already have a Self Managed Superannuation Fund or are considering starting one, Allison can help you with the administration and compliance and deciding if an SMSF is the right investment for you. 

Self managed superannuation can be tricky and complex. Allison has has extensive experience and skills in this area including being one of the first accountants in Australia to obtain Australian Securities and Investment Commission licensing.

Come to us to get the correct advice for you before making decisions about retirement.

Contact us now or book an appointment to discuss how we can help you.