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Do you know how much you need to retire on and if your existing investments are going to be enough to reach your retirement goals? At McConachie Stedman we are dedicated to helping our clients achieve financial independence.
As baby boomers move into retirement the Age Pension ($20,000 for a couple) will become more difficult to attain. Employer superannuation contributions will only provide enough wealth to fund up to 50% of your current income. Therefore, responsibility for lifestyle in retirement is up to the individual.
Time is a crucial factor in helping you achieve your goals. As part of our services, we would like to offer you a free consultation with our in house financial planners to help you achieve your goals sooner.
Our mission is to help our clients organise their financial affairs, create & protect wealth and achieve their desired lifestyle.
Many financial planning institutions invest their clients funds and hope that the end result is enough for their requirements. We find that this approach is unsatisfactory resulting in clients falling short of their desired goals.
We take a holistic approach and work together with you and your accountant to help you achieve the wealth you require for financial independence. We regard this as a long term relationship where we constantly review your strategies and investments to help you achieve your goals in the most effective way.
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While selecting the best investments is important, it is equally important to adopt effective financial strategies. The strategies we use can help our clients:
- Reduce tax while they’re still working
- Ensure their assets are protected
- Completely eliminate tax in retirement
- Maximise Centrelink entitlements
Having established an appropriate wealth creation strategy, it is important to identify and protect clients from any risks that may inhibit their ability to achieve their financial goals. By developing appropriate risk management strategies, we are able to assist clients to minimise the impact of any unexpected catastrophe such as a premature death or disablement.
Mention this website and you are entitled to a free financial consultation with one of our in-house financial planners.
- Review your existing investments
- Let you know how they are performing
- Advise if this is going to be enough to fund your retirement lifestyle
Simply phone 07 4632 1966 to arrange your free appointment.
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