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Fund the lifestyle you envision in retirement

Your future is in your hands.
Dreams and desires won't ever eventuate without a plan.

Establishing a retirement plan is taking charge of your financial future and planning for how you want to live when it comes to it, so you can adjust and adapt successfully to life’s changing priorities or possibilities along the way.

 It’s ok to not have all the answers right now.

What you want to be doing, where you’ll live and how you’ll spend your time, are all big questions. What’s not ok is missing out by not having the money to do what matters when the time comes. 

Talking to a Financial Planner can help put your retirement planning into perspective, clarify what to think about first and guide you on what to put in place so that you can start saving to enjoy your ideal retirement.

STRESS-FREE RETIREMENT PLANNING

RETIRE YOUR WAY

MAXIMISE YOUR MONEY

WHAT IS RETIREMENT PLANNING?

Retirement planning is an evolving and essential process that unfolds and increases over time. It paves the way for a comfortable, secure, and fun retirement by building a firm financial foundation to support all your future aspirations and endeavours.

You can start anytime, but the benefits are better when you begin your financial planning as early as possible.

Don’t leave retirement planning too late

While the prospect of having fun in retirement is enticing, it underscores the significance of addressing the serious and, at times, seemingly mundane aspects of planning:

  • Exploration of expenses and saving opportunities

  • Handling assets and risks wisely

  • Navigating and managing taxation

  • Setting goals and assessing the time available to achieve them

  • Identifying and determining income sources

Services to help you PLAN FOR RETIREMENT

Why RETIREMENT PLANNING is important

  • Provides financial security during retirement years.

  • Helps maintain the desired lifestyle and pursue dreams after leaving the workforce.

  • Reduces stress and uncertainty about financial well-being in old age.

  • Allows for early preparation, maximising savings and investment growth.

  • Ensures readiness to handle unexpected expenses and healthcare costs in retirement.

Don’t leave your retirement plans to chance

A life without means is not the life you deserve after decades of hard work. 

Create a comfortable, secure and enjoyable retirement by building a strong financial structure that supports you and all you want and wish to do. 

What Our Clients Say About Working With Us

We have known Jared for a number of years. He has provided us with good, sound advice in the lead up to our retirement as a self funded couple.

Jared has saved us or made us more than his costs in investment returns and Superannuation advice. He is good at understanding our requirements.

We would recommend Jared to any person looking for friendly advice.

Bruce and Liz - Bellingen

Jared seems to be on top of what strategies meet our needs. He is always ready to offer us information and advice on any questions we ask. Sometimes he gives advice on things we were not aware of.

Margaret - Macksville

Jared was so easy and comfortable to deal with. It’s fair to say that both my husband and I have fairly poor financial knowledge - which is why we sought Jared out, who had come highly recommended to us. He communicated complex processes simply, and I was never made to feel stupid when I asked my many stupid questions. Jared advised and guided us in areas of our finances we had never considered. Since our time with Jared and his recommendations we feel increasingly confident in our financial future. We highly recommend Jared and are forever grateful for what he was able to implement for us.

Donna - Toormina

I’ve been dealing with Jared for a few years now and am very satisfied with all his advice and handling of my affairs. Great at what he does and all round good bloke.

Deborah - Woolgoolga

Jared has been so easy to deal with from our very first communication together. I went to him with little knowledge about what I needed and he very quickly explained things and gave me options in a language that I could easily understand. He provides advice based on what is best for my situation and always gives me options. I trust him to handle my family affairs and it has taken a great deal of weight off my shoulders. He responds quickly and makes the whole process as easy as possible.

Carly - Woolgoolga

Jared explains financial matters clearly and displays an excellent understanding of all. He is honest, reliable and conscientious and a pleasure to deal with. I would highly recommend his services.

Kay - Woolgoolga

Jared is very easy to talk with, always prepared to listen, and very professional. He has great knowledge of many products & services, and provides excellent advice on all products for our needs. He is prepared to go that little extra mile to ensure the right options for us before proceeding. We are happy to have Jared taking care of our financial situation. Always happy with his professional approach.

Ian - Boambee

Jared has always been professional and provides excellent advice for our particular needs. He is always prepared to go the extra mile to research a variety of options.

Brian & June – Nambucca