Retirement Planning

Your retirement is the best time of your life!

Since you’ve spent the last 35-40 odd years working hard to accumulate your assets, we want to ensure that you can fund your lifestyle in retirement. We will help you with;

• how much do you need in retirement
• What is the best income stream option to maximize your income and reduce your tax
• Fully managed or self managed super options
• Transition to retirement income streams
• Salary sacrifice contributions to super
• …and much more

Whether you have a fully managed superannuation fund or a SMSF super fund, we can advise you on strategic advice and active, ongoing investment portfolio management. Your investments are held in your name, or your super fund, and our system is transparent, secure, accessible, highly functional, fast and professionally managed. Importantly our fees are extremely competitive.

Once you become a Henderson Maxwell client, you automatically become a member of our Client Platinum Program. This unique and very specialised service program provides you with access to the latest industry information, legislative updates and economic news. You will receive monthly eNewsletters, Quarterly Newsletters, invitations to half yearly Client Briefings, annual or half yearly Portfolio Reviews, our Family One Program and the freedom to contact us anytime with questions or concerns.

For more information on how we advise on superannuation, speak to an adviser on 1 300 665 439 or book an appointment now.