Retirement Planning - am I on track and will I have enough?
Investment alternatives - Bank rates are very low at present.
Income streams - I need an income from my investment/super.
Manage Lifestyle cost - Are my expenses under control?
Tax effective savings - The ins and outs of tax effective investing.
Centrelink - I am not currently receiving the full pension.
Aged care - ongoing journey.
Investment property sale - lump sum money/Capital gains.
Personal Insurance - your backup plan should something happen.
Inheritance - What do I do with the money?
Self Employed - I need to protect my income.
We are a professional fee-for-advice service
There are no hidden fees or other incentives received so that you have complete certainty in what you are paying and what you are receiving. Advice fees will be determined prior to your engagement.
We offer our prospective clients an initial obligation free meeting and the cost will be borne by our practice. This is your opportunity to get to know us, understand our advice philosophy and process and ask us any questions.
Vernon Bocarro
FOR A NO COST, OBLIGATION FREE DISCUSSION ON YOUR NEEDS
Phone 0424 376 157
OR
Email VERNON@AGKFINANCIALPLANNING.COM