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Securing Your Financial Well-Being

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Enjoying & Protecting

securing an enjoyable retirement

Securing An Enjoyable Retirement

At last you have the time to relax and enjoy your favourite activities. But before you do, your thoughts are turning to security and protecting.

Not so much security for your beautiful home but rather, securing and protecting your hard earned financial assets. In recent years you have gradually reduced investment risk.

Now, in retirement, we can work with you to further minimise volatility and maximise peace of mind. Protecting against risk; maximising security.

Very worthwhile aims in a plan to enjoy life and protect your valuable and hard earned assets!

Security In Retirement

We listen and we tailor! In retirement you will almost certainly require a conservative investment plan consistent with your needs for income and growth. In our experience too many people have not adjusted their portfolios to account for their lower earnings and lesser ability to recover from market place losses.

We will work with you to put in place a retirement plan to reduce the volatility of your investments while maintaining the flexibility to adapt to your changing needs.

We call it protecting against risk and our over-riding aim will be to provide you with greater peace of mind.

Planning For Retirement

Planning for retirement is not “set and forget”.

Your needs and goals change over the years and so must your plan. This is why flexibility is a key word, alongside security and peace of mind.

Estate And Succession Planning

As you enjoy your retirement activities free of undue worry about your financial situation you may also consider from time to time the need to review your estate planning.

To ensure your estate and succession plans still reflect your wishes and objectives for the financial well-being of your loved ones.

We will work with you in revising your estate and succession plans if you consider revision desirable.

We Listen, We Tailor, You Decide!

Typical Client Feedback

We are happy to receive your feedback as your needs and objectives are our only priority.

  • Thank you, we finally have a plan to work towards.
  • Now I can measure my progress towards achieving my goals.
  • As an older retired couple we were very concerned about the share market “roller coaster” ride and we were so relieved when you found us a solution providing reliable income and the peace of mind we needed.
  • I am much more confident about my impending retirement now. I am putting more away for the future and saving tax as well!

Why Not Find Out More For Yourself?

Call or email us to organise an information meeting with us. Totally obligation-free and cost free, its purpose is to help you reflect on your goals and understand the process to achieve them.

Like us, you know that it is important to be well informed before making any decision on who you are going to trust to advise you on the best options to secure your financial well-being.

Book your free one-on-one information meeting here now.

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Obligation-Free Information

Interested in learning how you can look after your long term wealth, whilst enjoying your preferred lifestyle?

Call or email Wealth Strategies today to organise a one-on-one obligation-free cost-free meeting.

We Listen, We Tailor, You Decide!

The information contained within this website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Wealth Strategies will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

Eastern Rainbow Wealth Strategies Pty Ltd trading as Wealth Strategies is an Authorised Representative of Sentry Advice Pty Ltd AFSL 227748

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