Retirement Advice

Our Financial Advisers assist clients in establishing realistic retirement goals. We work with you to ascertain how to best generate the income you need for retirement including managing assets and allocating income in the most tax effective method.

To reach your goal you will benefit from knowing the right investment options, savings strategies and entitlements, available to meet your expectations. NFS Financial Advisers have the experience and resources to work with you on making these decisions. Financial planning establishes an ongoing relationship between you and your adviser. It includes regular reviews and analysis to ensure that your strategy is fully appreciative of your personal circumstances and the changes that occur in your life.

We examine the most suitable retirement options available to you, whether it be allocated pensions, term allocated pensions or complying pensions, to establish the most tax effective method in order to get the best income available to you. When examining retirement within the plans we will provide

• long term income projections

• long term capital projections

• taxation calculations

• cash flow forecasts

• government entitlements

Other Areas of Interest

   Risk Profile Analysis

   Investment and Research

   Superannuation Advice

   Risk Management