Financial Goals?
- Review Allocated Pension for cheaper fees
- Review allocated pension for better investment
- Review government aged pension allowance
- Continue to travel between Brisbane and Sydney
Judy has been retired for 4 years after selling a successful retail shop.
She has a maturing investment bond of $135,000 and also has $35,000 in her savings account as well as holding a range of other assets.
She has an allocated pension which she draws $2000 per month from as income and also receives a government part pension.
What Did Centurion Financial Group Do To Help Them Achieve Their Goals?
- Review Allocated Pension and saved client $1600 Per Annum in fees
- Re-structured investment portfolio to a more conservative approach which better suited the clients risk tolerance to investment risk.
- She wanted to have $5,000 in the bank for a little security for expenses and we invested the other $25,000 in a term deposit. This money is also easily accessible if need be.
- Judy’s government aged pension payments increased by $18.50 per fortnight.
What Can We Help You Achieve?
- Tax – Effective tax reduction structure
- Your risk profile – We find the best investment solutions to suit
- Mortgage and debt elimination – pay your mortgage off faster!
- Superannuation – Performance review of your current superannuation
- Investments – Tailored Specific Managed Funds
- Insurance – Finding the best insurance cover & protection
- Helping you to achieve your life style & retirement objectives as quickly as possible.