How Can I Help You
When planning for your retirement, or already living it, there are many things you should consider, such as where you want to live, what lifestyle you want to have, how to make investments with low risk but still make your income last for as long as you are alive, how to maximise your Age Pension entitlement, how to organise your estate to leave it to your chosen beneficiaries and not “others” and of course how to minimise the tax that eventually your beneficiaries might need to pay.
Lots to consider, isn’t it?
How I Can Help You
Getting Ready for Retirement
Secure Retirement for Life
Your retirement might be longer than you expect, so you really need to make sure your income will last for as long as you will.
Improving Age Pension
Most Australian retirees are happy to start using their retirement savings to create income but also want to be eligible for at least part Age Pension..
Aged Care Planning with Ease
Entering into Aged Care is costly and any decisions should be made after receiving suitable advice. Be prepared and plan ahead to avoid suprises of high upfront and ongoing costs.
Being sigle again is difficult, but ones you accept it, fall in love with Your Life Again.
Reach your financial security and peace of mind in your new life.
Life goes on and so do you….
Passing on your Estate
Estate Planning is putting in place a plan to create an effective strategy to pass your estate assets to your chosen beneficiaries and not leaving this decisions up to courts or government rules.
Enjoy my FREE eBook
13 Financial Mistakes We all make
Katherine has provided support and information during my downsizing period. She has advised and assisted me with the investment of funds to secure my financial stability in retirement taking care that it meets with my comfort level of risk.
Katherine also assisted with completing and lodging Centrelink forms and supporting paperwork required. Katherine has provided the support, expertise and reassurance I needed during my period of change. She has undertaken all these tasks in a caring and friendly manner.
She has been easy to converse with and always available. I would thoroughly recommend her. I look forward to our ongoing relationship.
More great information for you
The World of Investments
Ethical, Social & Environmental Investing
Enjoy my FREE Ebook:
12 Principles of Investing
Your Journey to Financial Freedom & Safe Retirement Starts Here
A short two-hour conversation and sometimes few changes in what you are doing already with your money, can be a difference between a comfortable retirement or struggling to survive. My goal is to show you the options. The choice is yours.
“A good plan today is better than a perfect plan tomorrow”
George S. Patton