Our offer to Retirees
At Bellwether Wealth Strategists we believe that retirement should not be viewed as the end of a life-stage, but rather, the exciting beginning of a new one. With over 30 years of combined experience in formulating life changing strategies for our clients, we also understand that making the transition to retirement is often seen by many as overly complicated, full of jargon and time consuming. However, the choices you make today will determine your options tomorrow.
At Bellwether Wealth Strategists, our primary aim is to help you with your choices at every stage of your own financial journey so you feel in control.
We do this by:
- Giving you the confidence, knowledge and access to our expertise to make smart financial choices, and avoid poor ones.
- Being a sounding board you can trust.
- Giving you control over your own financial journey.
As a valued client, you are at the centre of everything we do. Through our highly personalized and consultative advice process we help our Retiree clients, like you:
- Transition from full time work
- Ensure you have the income and capital you need in the most tax efficient way
- Help you avoid unnecessary risks
- Deal with Centrelink for you where applicable.
- Help you understand your aged-care options
- In providing Estate Planning support
Let our highly experienced team help you defeat your financial fears, overcome your financial frustrations and make your aspirations possible. Contact us today.
