The money you have when you retire is the most you’ll ever have. At this stage of life, you are also at your most vulnerable to falls in the share market.
So our priority when we manage money is to:
- Protect your savings
- Provide stable, secure and predictable income;
- Seek modest growth to protect your money against the effects of inflation and make sure your savings will last.
The tax benefits available to Australian retirees are very significant. We make sure when we invest that we maximise the potential tax benefits for our clients.