I help clients accumulate wealth to achieve their goals, transition into retirement and enjoy their retirement with their minds at ease.
I advise on:
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Superannuation.
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Defined benefits including the PSS, CSS, MSBS, DFRDB, SASS and SSS.
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Self-managed superannuation funds (SMSFs).
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Investments.
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Tax planning.
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Insurance.
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Estate planning.
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Social security.
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Financial modelling.
There is a range of options to access advice including through a partnership, on a project basis or via education meetings.
