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RETIREMENT PLANNING

Its never too late to start planning for your retirement – after all, a comprehensive strategy can reduce financial stress and provide some uncertainty at an otherwise uncertain time of your life. As part of your plan, you need to consider the amount of income you’ll need to maintain your lifestyle, how you’ll acquire that income and how much assistance, if any, is available from the government.

At Bradfield Partners we will spend time with you to understand your personal circumstances, your financial potential and your short and long-term plans. Then we will partner with you over the long term to plan and implement tax effective strategies tailored to maximise your wealth in the years preceding your retirement. And, when the time comes, we will advise you on how to efficiently manage your finances going forward so that you maximise your income and comply with all government legal and financial reporting obligations.

Our comprehensive advice on retirement planning can include audit and reporting services, as well as advice on wealth creation, superannuation, taxation and succession planning.

At Bradfield Partners, we enjoy long-term, professional relationships with all of our clients. We invite you to attend a confidential meeting, at no charge, to discuss your retirement plans.

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Impartial advice from a qualified team. We don't work on a product focused or commission basis.

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