Retirement - Where are you right now?

The most important place to start with any discussion around retirement is where are you right now.

  • What is your financial net worth?
  • What resources do you have available?
  • How can they be maximised to deliver the outcome you want?

We will undertake an analysis of your situation and provide a written report detailing where you are exposed and/or strategies to employ to give you the best chance at success.

Starting with an in depth discussion of approximately 1 hour focused on collecting the critical information required to complete an analysis of your current situation. We will establish your net wealth, cash-flow and potential investment opportunities.

Once complete we'll then send you a written Financial Status Overview and answer any questions you may have.

The cost of the Financial Status Overview report is $359.

If you'd like us to produce one specifically for you, simply complete the information below and submit it to us. We'll be in touch to take you through the process.