Ballarat (03) 5331 3711 Melbourne (03) 8391 3063 Locate our Offices Make Enquiry

Preserving your valuable assets and investments is an integral part of building your family’s wealth.

How much do you need to retire?

It’s never too early to plan for your retirement. So if you have just entered the workforce or approaching the end of your career it is always important to understand how much you will need for a secure and comfortable lifestyle following retirement.

Our experienced Financial Planning team can:

  • Assess your current superannuation and asset position
  • Recommend potential salary sacrificing opportunities
  • Assist with investment portfolio selection
  • Identify a suitable retirement age based on your financial situation

We can also assist you with planning your estate, helping you to maximise and preserve value through the establishment of appropriate and effective administrative structures.

Would you like to make an appointment?
To discuss your requirements contact us on (03) 5331 3711 or complete our enquiry form.