Michelle* had a Super Fund with a little over $1 million invested in direct and managed investments. She was paying $28,935 a year in fees. We showed her how to reduce these costs by $13,109. This alone is one good holiday banked each year for Michelle. We then showed Michelle how to improve investment performance without taking any more risk. Too many seniors pay more in fees on their investments than they realise. We fix this for you so your money stays in your pocket. (learn more) For a review of your situation just fill in the form and we’ll step you through the process. It’s simple.
When you shop at a supermarket, it’s easy to review products, price and features. If you’re not satisfied, you can take a product back or simply buy a different product next time. These purchase decisions are small but important. When it comes to investments, it is difficult to compare products and pricing, yet the effect on your wealth over time is far greater than most purchase decisions you make at a supermarket. We offer our service FREE of obligation to all Seniors to allow them to check they are “OK” because it’s important that you know you’re making good investment choices.
*Michelle is not the client’s actual name, protecting the privacy of our clients is important to them and Retirement Services Australia.
Income / cashflow goals
Investments return goals
Today? Soon? 65?
Optimise centrelink benefits, a tax plan, a cashflow plan, expected returns, your super and investment strategy to create a plan that ensures financial stability and security in your retirement
Change from your current situation to the new strategy in preparation for retirement.
Congratulations! You’ve made it.
Holidays, hobbies, family are the beginning. You can relax and enjoy retirement feeling financially secure
Monitor investment performance. This is critical to the sustainability of your lifestyle and plan.
Keep your next egg growing while you can
Check fees, investment performance and if you are on budget to continue forward with enough to live comfortably.
Knowing your plan for the future is in place.
“From my very first meeting with Peter I have always found him to be professional, easy to communicate with and approachable. Being a first time investor I have many doubts and questions. Peter is a phone call away to set my mind at rest. I have made a personal long term commitment to deal with Peter, allowing him to take charge of my financial investments and my future, and I know my decision was definitely the right one.”
“Peter was patient and helpful with my retirement needs”
“I have great respect for Peter’s honesty, ability and friendly manner towards myself and my family. At all times when I have asked on Peter he has promptly assisted me, someone who has very little knowledge of financial planning or shares. This is greatly appreciated and I look forward to a long and successful association with Peter. I would highly recommend Peter to person’s requiring a financial planner. Peter is a credit to his profession.”
“Pete and I speak often. The advice is great and the newsletter is great. Keep up the good work.”
“I hold Peter in the highest esteem in regard to my financial needs and hope to continue having Peter and his team as my financial adviser. Keep up the good work.”
“Peter’s work to date is excellent. I would recommend him to potential clients”
“Initial advice is not easy to understand when you first retire. Peter was patient and helpful.”
“Very happy with current performance”
Explore more with our handy tools and tips
People often get stuck when trying to work out if they have enough money to live on in retirement and the consequence is that they