How we can help?

Do you ever dream of the day when you will retire?  What does that look like for you?  How far away is your retirement and how much income will you need?

 

Start planning today

We are a fan of putting plans in place as early as possible, so you can enjoy your retirement with a healthy income and less stress.

Whatever your retirement dreams look like, there will be a day when you want to reduce working and after working hard for so many years this should be a time when you can benefit from the investments you’ve made and the years of earning income.

We can help you work out what you will need for the lifestyle you want in retirement.  We can guide you along the path towards your goals and monitor your progress.  We help you to take advantage of strategies available to boost your retirement savings and can recommend investments to suit your goals.

No matter what stage you are at, you can be confident that we will provide ongoing education, guidance and assistance throughout your retirement journey.

Different ages, different stages

We can help you work out what you will need for the lifestyle you want in retirement.  We can guide you along the path towards your goals and monitor your progress.  We help you to take advantage of strategies available to boost your retirement savings and can recommend investments to suit your goals.

We will assist with maximising any Centrelink entitlements, help you with investments, and assist with strategies to secure your income in retirement.

We stay on top of the rule changes, so you don’t have to.

Meet the team

Financial Adviser

Liz Haile

An experienced financial planner, Liz has been in the Financial Services industry for over 20 years and became a licenced financial adviser in 2011.  

Liz was recognised as one of the top emerging advisers in the country, being selected as a Top 20 finalist in the Association of Financial Adviser’s (AFA) Rising Star Award in 2013 and nominated for the licensee’s professionalism award in 2018 & 2019.

Liz’s area of speciality is retirement and superannuation and she loves working with clients to clarify their goals and set the steps in place to achieve them.

Senior Financial Adviser

Gordon West

Gordon West is a Senior Financial Adviser with more than 30 years’ experience working in accounting, banking and financial services.

Gordon holds degrees in both Economics and Commerce (Accounting) from the University of Queensland, qualifications in Financial Planning and is a Justice of the Peace.

Gordon’s area of speciality is retirement and superannuation, he is experienced and knowledgeable in investment, wealth protection, self-managed super funds and estate planning.

Gordon enjoys the long term relationships he has with his clients and helping them with his wise and risk avers approach.

Ready to find out more?

Contact us today and make an appointment.