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Retirement Planning
“Looking for an Independent financial adviser to maximise your retirement income? Millestone Wealth will help you with best plan so you can command your wealth”
Maximise your income in Retirement – Call us to arrange an obligation-free retirement review.
The transition from working life to retirement is one of life’s great challenges. Our financial planning services help the challenge become an opportunity. That’s why at Milestone Wealth in sydney we base your financial strategy on your needs throughout your life. No matter how early in your career you come to us (and it’s never too early or too late), a prosperous retirement will be part of the plan.
We offer the first appointment to any new client as a complementary session. In this session, you will meet with an experienced adviser to discuss and analyze your current position and your objectives. You will leave the meeting with us with invaluable information and guidance on your entire where to from here?” questions.
Retirement Advice
At Milestone, we structure your financial affairs so that the challenge of retirement becomes an opportunity: the opportunity to pursue your dreams, to chase adventure, to enjoy more time with your friends and family, safe in the knowledge that your cash flow is sufficient and your accumulated wealth remains strong. We have specialized in retirement planning for the entirety of your long career, and we do everything possible to assist you to maximize your income in retirement and preserve your superannuation and savings.
Retirement Planning
We use sophisticated financial modeling to factor in your options (when to retire, what to do with your property, how much can you retire on) and other variables (life expectancy, interest rates). The result is peace of mind, knowing that whatever choices you make are based on reliable information.
Careful, far-sighted estate planning completes the picture, ensuring that your children and grandchildren will continue to benefit from your success in life. As we are not aligned to any bank, insurance company or institutional ownership, you can rest assured that any advice we give you is based on what is best for you and your plans for retirement.