We specialise in financial advice and planning for accumulating, managing and protecting your personal wealth for enjoying life now and when you decide it’s time to retire.
You should do more of what you enjoy, with those you love most. And, if you can afford to work less, then you probably should!
Inflation, rising home loan interest rates, property prices and a housing crisis, which for some pre-retirees means their adult children will not be leaving home anytime soon, market volatility and an answer to the question “Will I have enough to retire?” are among the concerns weighing heavily on pre-retirees.
This issue includes: how artificial intelligence is impacting investment markets, biodiversity is an emerging investment focus and why senior entrepreneurs are rewriting the rules on work and retirement.
Financially literate, Australia’s emerging affluent are in their 40s and they control about $2.2 trillion in household wealth comprising property, investments and super.
Reach out to us today and live life, your way!
