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RETIREMENT

PLANNING

We will assist you in:

•             Identifying your retirement goals

•             Considering your alternatives

•             Utilising tax effective strategies to maximise your retirement savings and minimise tax

•             Choosing the most appropriate structure in which to invest your retirement savings

•             Choosing the investment portfolio you are comfortable with

•             Understanding your fees

•             Identifying your income needs

•             Understanding your Centrelink entitlements

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