Retirement is about reclaiming your freedom and enjoying a more relaxed lifestyle – well, that’s the plan most people have. To achieve and sustain a comfortable lifestyle, you need money. If you’re about to retire (or have retired) LKFS can show you how to make your retirement money work, so you can get the most out of your retirement.
We can help you set up a regular income stream, taking into account your funds, lifestyle and investment requirements.
There are ways to minimise tax through Estate Planning.
If you qualify, LKFS can help you apply for and maximise your Age Pension.
This is about the financial realities of Aged Care, and it’s a conversation that often involves your children or someone with Power of Attorney. By talking with all interested parties, we can implement financial strategies that will have you well prepared for this stage of life.
This website has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication
Seed Financial Group Pty Ltd ABN 26 604 218 199 T/A LKFS Financial Group is a Corporate Authorised Representative (1009406) of Alliance Wealth Pty Ltd AFSL 449221 ABN 93 161 647 007
Any advice provided by TPB Financial Services Pty Ltd is provided independently of Seed Financial Group Pty Ltd and our Licensee, Alliance Wealth Pty Ltd. Neither Seed Financial Group Pty Ltd , nor Alliance Wealth Pty Ltd take any responsibility for any actions or service they provide. Seed Financial Group Pty Ltd provides financial advice through the Licensee, Alliance Wealth Pty Ltd. TPB Financial Services Pty Ltd is providing credit advice and does not provide financial advice.
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