Retirement is approaching
Now that you don’t have that home loan hanging over your head, you’re starting to feel that sense of freedom you’ve been chasing all these years. You’re probably accumulating surplus cash and you’re not quite sure what to do with it?
Now is a time to consider doing what you never thought you’d be able. We can help plan your new goals and work with you to see them realised.
The kids have moved out, they are taking care of themselves, and you’re officially an empty nester. Enjoy it! Now’s when you might be considering selling the family home and moving into that apartment.
Best of all, you’re beginning to scale back your responsibilities at work and transitioning to retirement. We can help you make sure your investment and superannuation balances are where they need to be to meet your retirement goals and help you make the most of any government concessions available to you.
It’s not an ideal situation, but divorce and separation are a reality of life for many married Australians these days. When your world is changing all around you and your finances are potentially at risk, it pays to have someone on your side to help guide you through this troubled time.
When times are tough, we’ll be there to help minimise the impact on your finances, and advise you of the best way to manage the separation of your assets from a financial point of view. This isn’t the end – it’s a new beginning, and we’ll be with you to make your transition as smooth as possible.
Why Henderson Matusch
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. Established in 2004 by financial services industry veterans, we’re big enough to be able to source a range of top financial products across Australia at competitive and in many cases, discounted prices. We’re also small enough to be able to carefully craft the most effective strategies, just for you. We measure our performance by your success and satisfaction, and we never lose sight of what’s really important – our clients