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Do you need life-event advice?
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Retirement
Are you approaching retirement or recently retired and not knowing where to start? The world of superannuation can be bamboozling and the choices complex and confusing.
All you want to ensure is that your future lifestyle can be accommodated. But what do you need to do and what are the trade-offs?
Let Accordius demystify this and provide tailored advice for your circumstances.
Retrenchment
Are you facing retrenchment or undergoing a career change? This is often a stressful time for you and your family.
There are many things to consider with the inevitable payout - and understanding what an Employment Termination Payment (ETP) is and its various components can be very challenging, not to mention the timeframes that need to be met about what to do with it.
Let Accordius help you to understand the choices available.
Divorce/Separation
Are you going through the divorce process or recently divorced? This is a traumatic time for all concerned, with couples often facing a major transformation in each of their financial circumstances.
The bottom line is that two households must survive on the same dollars formerly supporting one.
Since settlements are in large part financial, there are a number of issues that must be considered in the short and long term.
Let Accordius outline succinctly the case for the various options.
Inheritance
Have you recently come into receipt of an inheritance? This can provide an opportunity (such as reducing debt or investing) but also can come with tax aspects attached.
Let Accordius walk you through the likely choices and the impacts of each.
Insurance or Court Award Payout
Are you due to receive an insurance- or court-awarded payout or have you recently received one? Often this payout may be your sole source of wealth, given an inability to work again.
You need to strike the right balance between generating income and generating growth. Advice is critical with regard to the most efficient structure within which to hold it and the level of capital protection required.
Let Accordius work closely with you to produce a complete and cohesive plan for your money.
Death of a Partner
Has your partner who controlled the finances died? Coping with grief is one thing but doing so at the same time as realising you now have to manage the finances, something that has not concerned you previously, is another.
This can be daunting for many people and an unwelcome distraction.
Let Accordius navigate you through the issues requiring attention.
Enquire about our service or speak to an adviser now. |
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