We are now Money Over 50 Financial Advisers!
We are now Money Over 50 Financial Advisers and we invite you to visit our new website here.
Interested in booking an Initial Consultation?
Included in the 1 hour initial consultation:
A high level discussion of:
A high level discussion of:
- Your retirement goals.
- What level of retirement savings that you would need to accumulate to be in the position to retire.
- A calculation of the level of retirement savings that you are on track for at retirement.
- Tax planning. We have a strong focus on tax planning and will discuss strategies designed to minimise tax.
- Financial strategies that would be suitable to maximise your retirement savings.
- A question and answer session for any questions you may have.
- A summary of our discussions will be provided to you after the meeting.
- Money back guarantee. If you do not feel you have received value for money, we will refund your fee.
We are available in Person or via Zoom for an Initial Consultation.
If you are interested in booking an Initial Consultation, feel free to book below or contact us.
If you are interested in booking an Initial Consultation, feel free to book below or contact us.