Retirees.
Keeping fees low
We have many Retiree clients approach us for advice because they’re not happy with their current adviser. They are being taken advantage of by advisers that base their fee on how much money they have not how much complexity is involved. Retirees money is also being tied up in complicated structures and investments which incur more unnecessary costs.Did you know that there are ridiculous products on the market guaranteeing to provide you with a lifelong income stream, but charging 5%pa to do it!
It’s simply not worth it and there is a better way. We keep the costs under 1%pa.
Keeping life simple
Making your money last a lifetime isn’t as difficult as people might think.
It can be simplified by ensuring you understand the risks you’re exposed to and how this affects how much money you can spend. By keeping things simple, we keep costs well below the average fees that most Australian retirees are paying, for both their investments and their advice.
Time for a second opinion
The first step is to contact us to schedule a Financial Roadmap meeting to decide if we’re the right firm to help you make smart decisions with your money and give you independent financial advice. Contact usBack to independent financial advice home page