No matter how far away from retirement you are, we will work with you to establish a plan of attack to ensure this next stage of your life is comfortable and fulfilling.
Getting to know you
We will find out about your goals for retirement, assess where you are now, and then give you insight into what's achievable, and how.
Working with you
Once a plan is in place, we proactively monitor progress to ensure you remain on track to achieve your ideal retirement, and will keep you informed.
Superannuation
Centrelink / DVA
Income streams
Estate planning
We all know the benefits of building our nest egg through superannuation, yet it is notoriously complex. We can help you make the most of government incentives to bolster your superannuation contributions.
You may be eligible for a government pension – yes, even if you have assets and superannuation. We can help structure your existing finances to maximise your chance of being able to access these entitlements.
There are strategies to maximise your income during retirement. Whether it's to leverage government entitlements, work an extra couple of years, or simply accessing your various funds in the most tax-efficient order. We will analyse your situation and provide guidance on the optimal methods for you.
Estate planning provides you and your loved ones with certainty during an emotionally difficult time. We will work alongside your solicitor to ensure your legacy is protected, tax is minimised, and your wishes are respected.
Judy is 60 years old and is currently working full time with no plans to change her employment arrangements. She wants to retire at 65. She has an annual salary of $50,000 and $300,000 in super. Assuming her 10.00% employer super contributi...
Infinity Wealth Solutions are the financial advisers of choice of hard-working people all over Perth – and beyond. We work closely with our clients to craft fit-for-purpose strategies to help them live a life on their terms.
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