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Can you honestly say that your super is on track to provide for the retirement you want? Do you even know? If you cannot confidently answer this question, we should talk.
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How long will your income continue in the event of serious illness or injury stopping you from working or operating your business? Do you have sufficient cash reserves to pay out all your debts if you pass away or become totally disabled? Do you have money put aside for surgery, expensive treatments and ongoing care if you fall very ill? If the answers to these questions scare you, you really should consider life, total & permanent disablement, income protection and trauma insurance. Almost every single Australian will need the cover at some point. We can help you work out how much cover you should have, and which insurer to apply to.
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Are you in your 50s or 60s or older and still paying the normal tax rates? Do you have an actual plan in place for your retirement? Do you think the Age Pension will be enough? If you don’t have a plan in place, you could be on track to becoming another statistic. Doesn’t matter how old you are, or how rich you are, we would love to help you make the most out of your retirement.
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We are not tax agents, nor accountants, but our strategies are highly tax effective. Find out whether you can make better use of your tax money before it’s too late.
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