Retirement planning
on the central coast
CENTRAL COAST FINANCIAL ADVISERS
Is retirement starting to feel more complicated?
We work with people approaching retirement and those already retired who want to make thoughtful decisions about the wealth they have built. Often, they have superannuation, investments, property or a business, and several important decisions are connected.
You might be asking:
How much can we comfortably spend each year?
Should we pay down debt or add more to super?
What should happen to our investment properties?
Can we help our children without compromising our own plans?
How do we structure our finances and pass wealth on thoughtfully?
We bring those decisions together in one retirement plan, so you can understand the trade-offs and move forward with confidence.
based in Erina, helping australians retire with confidence nationwide.
Retirement advice that brings the pieces together
retirement planning
Helping clients understand when they can retire, what lifestyle they can afford and how to structure their finances for retirement.
super & investments
Structuring superannuation and investments to support retirement income and help manage risk and tax.
tax planning
Helping clients understand how superannuation, pensions and other structures can be used efficiently throughtout retirement.
Wealth & estate planning
Helping clients protect their wealth and consider how assets may ultimately be passed to the next generation.
Our advice process
We help Australians who have worked hard to build their wealth, transition into retirement with confidence, make the most of what they’ve accumulated and enjoy the retirement they have worked so hard for.
01
phone call with adviser
We learn what prompted you to get in touch and whether our advice is likely to be a good fit
02
INTRODUCTORY MEETING
We talk through your goals, your broad financial position and the questions you want answered.
03
DISCOVERY MEETING
We go deeper into your finances, preferences and the choices your plan needs to address.
04
STRATEGY PRESENTATION
We explain the recommended direction, the key decisions and what the next steps are.
05
STRATEGY IMPLEMENTATION
If you choose to proceed, we help implement the agreed advice.
06
ongoing service review
We revisit your plan as your life, finances and the rules change. Through our ongoing service, we regularly review your progress, consider changes in your circumstances and help keep your strategy aligned with your goals. As opportunities, legislation and financial conditions evolve, we can identify where adjustments may need to be considered.
Financial Edge Group have been great to work with. They are professional, trustworthy, and took the time to understand our goals and tailor solutions for us. They put strong processes in place and helped us feel much more organised and confident about our financial future. We are very satisfied and would highly recommend their services.
Gosia, Avoca Beach NSW
