You worked hard to build up and sell your business to support your retirement. But what should you do with the proceeds of the sale? Utilising those funds correctly will help you to create a more independent and secure retirement.
We work with many business owners who are preparing for or entering retirement and we can help you to make the right decisions to meet your goals. We’ll help you determine the optimal amount to allocate to superannuation, cash, shares or other investment vehicles to maximise your nest egg and meet your retirement expenses.
As fellow business owners we understand the unique challenges you face. Moving from running a business to retiring involves significant financial, emotional and lifestyle changes. We will help you to successfully make the transition and enjoy a more fulfilling retirement filled with new priorities and joys.
All of our service levels include
Develop a comfortable lifestyle for your retirement, create legacy for your loved ones, and develop a clear road map, with reassuring guidance and support. Maximise all available government subsidies and support.
Helping a family member move from independent living in to an Aged Care facility is never easy. We can help you understand and plan for these costs and create a strategy that is right for you.
You worked hard to build your business. Utilising funds correctly from a business sale is crucial to help secure your retirement.
We thoroughly analyse your current situation to ensure your superannuation funds are working hard and that your retirement plans are on track.