Pre-retirees
After years of dedicating your time and energy to others, now is the perfect moment to focus on yourself and your future. As you approach retirement, the right advice can help you design a plan that allows you to enjoy the lifestyle you’ve always imagined. Together, we’ll create a personalised retirement strategy that takes advantage of the latest legislative and taxation developments, ensuring your wealth is positioned to support your goals. Planning today can make all the difference in creating a retirement that is secure, fulfilling, and truly yours.
Wealth Creation
Do I have the right balance between assets inside and outside Super?
Is my money really working tax effectively for me?
I need help managing my cash flow.
How much will I need for a comfortable retirement?
Am I on track to achieve a comfortable retirement?
What is the financial impact of me suffering a major illness?
What are my options if I want to work part time during retirement?
Can I gain access to a Government Aged Pension?
How can changes at Centrelink benefit me?
How can Superannuation Legislation Changes benefit me?
Superannuation
Retirement Planning
How can salary sacrificing help me?
I have heard about a transition to retirement strategy, can this help me?
We Believe in living the dream…
Is my current superannuation costly considering the advice I receive?
Can I use my super fund to invest in Shares?
Is a Self Managed Super Fund right for me?
Do I have an appropriate Will in place?
How do I distribute my estate fairly to family and other beneficiaries?
We can start the conversation for you to continue with your Solicitor.
Estate Planning
There are various tax implications associated with coming into retirement; our preferred Accounting partner, will be able to assist you in this are.
Whether you are looking to buy an investment property, or your children are looking to buy a new house, our preferred Lending partner would be happy to help.
*Referral arrangements are independent of RI Advice Group Pty Ltd.
Accounting & Mortgages
“We wouldn’t own our dream home on the Northern Beaches without the advice and guidance from Nick and his team at Supersolve. We started working with Nick over 10 years ago, building a financial strategy and plan we have followed every year. Thanks to his real-time, tailored advice- he has helped us to make sounds financial decisions that have positively shaped the course of our life. Now, as we approach retirement, my wife and I are ready to enjoy the next stage of life, having achieved almost everything Nick has helped us plan for. Aside from being a person of integrity, Nick is highly professional and someone we trust wholeheartedly.”