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Corporate Authorised Representative of Affinia Financial Advisers Limited ABN 13  085  335  397 AFSL 237857

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Estate Planning

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Your superannuation is one of your largest assets and with the right planning, can set you up for the retirement you deserve.

GRM Advice | Retirement Planning

Plan now for the future

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Understand your retirement goal and what you need to contribute to achieve it

Goal planning

Invest in a superannuation vehicle that meets your needs

Investment strategies

Ensure your regular contributions are optimised for tax purposes

Tax reviews

Ongoing support to ensure your superannuation is on track.

Regularly reviewed

ADVICE BENEFITS

SUPERANNUATION & RETIREMENT PLANNING

During our first meeting you can expect to discuss your financial goals and objectives so we can better understand how we can help. We’ll then do a financial health check by going through a series of questions so we can get a picture where you are today. This is also a chance for you to ask us questions about how we can help.

The personal financial advice process will start with us getting to know each other

Initial meeting

Once we’ve identified your goals, the next step in the process is for us to build a deeper understanding of your personal and financial situation. This information, along with our discussion about your goals and objectives, allows us to begin creating a tailored plan for you.

Ensuring we understand the whole picture

Fact Find

After finalising your tailored plan, we’ll present you with a Statement of Advice, explaining our recommendations and ensuring it meets your goals and objectives.

Presenting you with your tailored plan

Plan presentation

The strategies recommended in your Statement of Advice will now be implemented by us. This may also involve us working with our industry partners such as accountants, solicitors and mortgage brokers.

Implementation - where it all comes together

Implementation

It is likely that your financial circumstances, goals and objectives will continue to evolve over time. That is why it’s important for us to contact you periodically to review your situation and update the strategies in place.

SUPERANNUATION & RETIREMENT PLANNING

David Gates

David Gates