Structured Ongoing Review
A critical component of longer term planning
Ongoing Service – Reacting to change
A critical component of any longer term planning is to regularly review the decisions made in light of your financial circumstances, the legal and economic environment of the day, and the options available to you. Our structured review process is designed to ensure that you take advantage of the opportunities that arise, to ensure you have the best outcomes possible.
I received an inheritance before I was ready to retire. Alan has set out an estate plan that our solicitor has put in place that has covered our children and grandchildren. At the same time, he has reviewed our superannuation and has used the inheritance to add to our super that now makes tax free payments to us. He called it a transition to retirement strategy.
It is amazing to us how much our super has grown and how we are hardly paying any tax.