Whether you are considering how to transition towards retirement, working part-time or permanent retirement, there are many interrelated issues for consideration. Some of these issues will include:

  • Cashflow requirements
  • Existing debts and repayment options
  • Lump sum expenses
  • Debt repayment
  • Accumulated leave entitlements
  • Tax planning options pre and post retirement
  • Asset ownership and protection
  • Estate Planning outcomes

We work with other professionals including tax and legal specialists to ensure that identified issues outside of our expertise can be addressed. Start a conversation today and plan for tomorrow in a considered and diligent manner.