You have worked hard throughout your life for this. Until now you may have been working, paying off a mortgage, raising and feeding children. It is now your time to pursue those lifestyle goals, do some travel and maybe buy that caravan you have always spoken about. The key to a happy and wholesome retirement is ensuring your assets are prudently managed to supply a life long income stream.
What we do at PDD Wealth Management
We are committed to undertaking a full analysis of our client’s objectives upon retirement to ensure they have the ability to achieve their post-employment lifestyle and financial goals.
Whether it is updating a current ‘transition to retirement’ strategy or focusing on a brand new approach, our philosophy leaves no stone unturned in our endeavours to provide accurate, reliable tax, super and investment advice.
Our assessment and advice will address such concerns as:
- Budgeting for essential and additional expenses in retirement
- Protecting capital whilst creating a viable long-term income stream
- The ability to claim pensions and concessions from Centrelink
- Ensuring you have your estate planned to protect family and beneficiaries
- The preparation for Aged Care advice should the need arise
It is our commitment to you to make the complicated seem simple. Our service is built on educating our clients when it come to money management matters and understanding related plans. We seek to negate financial stress at a time when our clients should be focused on enjoying the spoils of retirement.
If you would like to discuss Retirement Planning with our Principal, please contact PDD Advisory Group on 02 6584 2177.
PDD Wealth Management Pty Ltd
Authorised Representatives of Consultum Financial Advisers Pty Ltd
Australian Financial Services Licensee
Registered Office at Level 6, 161 Collins Street, Melbourne VIC 3000
Financial Services Guide v3
Australian Financial Services Licence Number 230323