Wealth Preservation

You’ve created sufficient wealth for retirement, now to manage it so the money lasts as long as you do.

Tax

When you understand tax in retirement you can take advantage of a variety of ways in which you can save more money by paying less tax. By considering a variety of legal and logical tax saving options, we can help you increase your net income and create additional income producing investments.

—-We provide strategies which enable you to pay little or no tax in retirement.

Annuities

An annuity is a financial product which provides you with a series of regular payments in return for a lump-sum investment. The rate of return is fixed and is not affected by share market or interest rate movements.

Annuities deliver regular, dependable cash flows, offer flexible terms and payment options and may help to increase Age Pension entitlements.

Allocated (Super) Pensions

An allocated (Super) pension fund enables individuals to enjoy an income stream and pay minimal tax and depending on their age, pay no tax on pensions paid and earnings within the fund.

We are here to help

We make it easy for you to get started with a plan to secure your financial future. We also help to monitor your progress monthly, which helps motivate you and keep you on track for success.

TALK TO US TODAY

It’s very comforting to know that the money we’ve worked hard to save will last us for the rest of our lives thanks to HM’s advice.

– Clarence U, Moree