Retirement Planning on the Sunshine Coast
Maher Digby SEcurities - your retirement planning specialists
With over 30 years experience, we offer comprehensive advice on the pre-planning phase of your retirement, the retirement process itself, and throughout your retirement period, including with your estate planning. Our financial advice is aimed at maximising your income stream with an underlying goal of maintaining your capital investments as much as possible, and your financial security.
We will discuss your desired lifestyle, your income requirements, investment strategies, tax implications, and the best timing for your retirement.
We take a full view of your assets and investments and develop a tailor-made investment strategy taking all of this into account. We may also look at any outstanding long service leave or other entitlements, and any other issues relevant to you.
Our ongoing service includes client updates, regular portfolio reviews and direct access to your adviser as needed.
Apart from overseeing the ongoing management of your investment portfolio within market fluctuations, there are many things that may need to be managed throughout your retirement phase. As retirement evolves there can be such things as downsizing properties, receiving an inheritance, Age Pension entitlement changes, or the need for Aged Care for a partner. Our services include assisting you with financial advice regarding these kind of circumstances.
We take pride in the care of your investments and our ongoing relationship with you personally.
To be in touch with us, send your question via the form to the right here, or phone us directly.
Please ask about our complimentary initial consultation.