100% free 23-page report details how to create an income for life, strategies to reduce tax and retire early!
Simply click the button below to get the free report
100% free 23-page report details how to create an income for life, strategies to reduce tax and retire early!
Simply click the button below to get the free report
Ed & Susan, both in their early seventies, sought ways to maximise their retirement savings. While having superannuation and some savings, the majority of their net wealth was tied up in the family home, which was up for sale.
With their adult kids living independently with their partners, Ed & Susan decided to downsize the family home, head to Spain, and purchase an apartment.
We helped Ed & Susan understand the importance of diversification and the benefits of the superannuation and pension environments to provide a tax-effective income stream whilst retiring in Spain.
By discussing their objectives in detail and modelling the future outcomes, they had a clearly defined retirement goal and roadmap to get them there.
“While the thought of retirement is exciting, it’s also daunting. Getting good advice made us feel like there was someone who cared about our future as much as we did.”
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100% free 23-page report details how to create an income for life, strategies to reduce tax and retire early!
Simply click the button below to get the free report