Retirement

Everybody wants to retire as comfortably as possible.

It is never too early to start planning your retirement. For younger clients, retirement might be a little in the background, as we assist you with more immediate aims such as buying a home, paying off debt, managing your career and raising a family. But the fact that there are more pressing aims does not mean that retirement should be ignored completely, and we can show you how to manage your affairs so that what you do today also benefits you when you retire.

For clients closer to retirement age, we help you decide when and how to start to make the transition from working life to retirement. For some people this transition is a gradual process. For others it is more sudden. Either way, we help you ensure that you make the transition as comfortably and successfully as possible.

This can include things like planning for the potential use of Centrelink and other Government benefits.

For clients who have already retired, our aim is simple: to help you make sure your money lasts as long as you need it to. This means ensuring that you have invested your super in the right place and that you are managing the costs of your investments – including tax – as efficiently as possible.

Once again, we also ensure that your financial planning makes best use of Centrelink and any other government benefits to which you may be entitled.

Andrew Malins

Director

Andrew has 28 years of experience advising clients in small and medium enterprises and personal financial affairs. During that time, he has specialised in tax and business strategies, taking a holistic approach to the financial management of his client’s financial affairs, with a particular interest in investing and planning for retirement.

As well as being an Authorised Representative, Andrew is a registered Chartered Accountant, Tax Agent, public practitioner and a member of the Australian Institute of Management (AIM) and the Taxation Institute.

Andrew Malins is an authorised representative (330831) of CIP Licensing Limited (AFSL 471728).

Contact Us

Contact Us

Relevant Articles...