Retirement Planning

Many SME owners find the prospect of retirement difficult, but holding on to control of business assets for life can have an adverse impact on future managers and owners.

Our retirement planning advisors help SME owners achieve lifetime security by providing sound, objective advice on the timing and funding of their retirement.

We help business owners identify alternative solutions for achieving lifetime financial security, including growing their non-business assets such as investment property, shares, and superannuation. Once identified, our advisors work with business owners to maximise and realise their wealth, which may include sale of the business.

Our services include:

  • Advice on personal wealth goal setting
  • Budgeting for lifetime and lifestyle financial requirements
  • Advice and planning on transition to retirement
  • Succession planning, sale of business and tax consequences
  • Advice on maximising wealth from superannuation