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Pre-retirees

Retirement 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 on how we can assist you with your financial planning needs please contact us on 1300 876 132.

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