Pre-retirees

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http://superannuationandinsurances.com.au/wp-content/uploads/2017/11/pre-retiree.mp4Pre-retireesRetirement Planning Advice Strategies Cash flow control – reduced family expenses Salary packaging Review protection of income and family Renovate property, no home loan Maintain investment program Pay off, review investment property Maximise superannuation Review estate plan For more information … Read More

Retirees

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http://superannuationandinsurances.com.au/wp-content/uploads/2017/11/retirees.mp4RetireesEnjoying Retirement Advice Strategies Cash flow control – variable expenses Cease income and family protection Maintain or downsize property Hold investment program Maximise income from investments, investment property, superannuation and other pension options Review estate plan For more information on … Read More

Aged Care

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http://superannuationandinsurances.com.au/wp-content/uploads/2017/11/aged-care.mp4Aged CareThe Golden Years Advice Strategies Cash flow control – lifestyle and health care Maintain property or move to retirement facilty Simplify investments Manage income from all sources Review estate plan For more information on how we can assist you … Read More

Mature Families

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http://superannuationandinsurances.com.au/wp-content/uploads/2017/11/mature-families.mp4Mature FamiliesWealth Accumulation Advice Strategies Cashflow control – Large family expenses Salary packaging Protection of income and family Upgrade property, pay off home loan Enhance investment program Buy an investment property Be clever with superannuation Complex estate plan For more … Read More

Young Families

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http://superannuationandinsurances.com.au/wp-content/uploads/2017/11/young-families.mp4Young FamiliesAsset Building Advice Strategies Cashflow control – small family expenses Salary packaging Protection of income and family Buy a home, get a home loan Establish debt reduction strategy Commence an investment program Be clever with superannuation Comprehensive estate plan … Read More

Getting Started

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http://superannuationandinsurances.com.au/wp-content/uploads/2017/11/Getting-started.mp4Getting Started Foundational Advice Strategies Cashflow control – personal expenses Salary packaging Protection of income Debt management Establish a savings habit Learn about investing Be clever with superannuation Simple estate plan For more information on how we can assist you … Read More

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