Retire

Your retirement years are often seen as the Golden years of life. It’s the time of your life when you leave the workforce behind and can enjoy your family, your hobbies or travel.

With generations living longer today than ever before, planning your retirement journey to ensure your money will last the distance is critical.

Your retirement plan becomes the blueprint for your ability to continue living life your way. It’s your opportunity to maximise your assets to enable a comfortable and stable retirement.

Aged Pension

Accessing age pension income support and Centrelink helps you to plan for a more comfortable retirement through a fortnightly payment to help you meet the cost of living.

It can be challenging to navigate the criteria and secure the funds you need to support your lifestyle. Blue Harbour can help you to not just access money you may be entitled to but assist with placement of your assets to maximise your entitlements.

Estate Planning

None of us like to think about what will happen when we pass away, but ensuring the assets you’ve worked so hard for throughout your lifetime are distributed as per your wishes, is important.

We can help you to make a will, nominate beneficiaries and understand the tax consequences of how your assets are distributed.

Superannuation

Contributing to superannuation is investing in your future. Setting aside money while you’re still working enables a comfortable lifestyle once you retire.

Super funds invest your money into shares, property and managed funds – we help you to find and select the right super fund, consolidate multiple funds and start securing tomorrow’s lifestyle.

When is a good time to start thinking about growing my wealth?

It’s never too early or too late. The key is to take action in partnership with your financial planner to ensure you’re making investments that are right for you. Your strategies should be tailored to your unique situation, taking into account the latest regulations, opportunities and economic data.

Seek help to manage your financial future.
Tomorrow doesn’t need to be uncertain.

Enjoy bespoke advice with expert Financial Planners, to guide you safely into harbour with your finance and assets.
Call us today on 07 3821 1161 or fill in your details below: