Retirement Planning Australia
Multiple locations
(1)
Multiple locations
(1)
Christian can work with you in managing your superannuation, pensions, asset and liabilities so your funds will last as long as possible without compromising your income or lifestyle in retirement.
Other things to consider as well would be your eligibility for government aged pensions, minimising your income tax and optimising your assets and liabilities.
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1 customer review
Stephen Potter
Financial Advisors
He was very helpful and is setting up a plan for me
What do you love most about your job?
I like helping people map out and plan their financial goals then working with them to achieve it. It always amazes me how much people learn, and how much they realize what they didn't know or were missing out on before speaking to me. After that first conversation with people their confidence levels and determination are next level.
What inspired you to start your own business?
I never liked the business model the banks and other financial institutions ran where customers were only seen as KPI's and sales targets. They would have us sell them financial products that most times didn't really serve the needs or purpose of the customer. I knew I had to change this and that's why I started my own business.
Why should our clients choose you?
My clients will only ever get the advice and outcome that in their best interests and meets their financial goals and objectives. I don't take kickback payments or commissions from investment products so my product selection is never influenced by other financial incentives.
Can you provide your services online or remotely? If so, please add details.
I can provide services both online, remotely or in person, whatever is the clients preference.
What changes have you made to keep your customers safe from Covid-19?
We have adopted a 100% digital operation where interviews can be arranged via Zoom, the delivery of advice as a video presentation and we can now take digital signatures. We can still meet in person with pen and paper if the customers feel more comfortable with that option :-)
Retirement Planning
Superannuation and Pension fund investment design and construction
Transition to Retirement and Tax Effective super contributions
Investing your retirement funds in alignment to your current risk profile and into funds that have the best possible growth potential.
Designing and planning your ideal retirement income and lifestyle so you can enjoy a worry-free retirement.
