LIFETIME
LIFETIME WEALTH
PLANNING & MANAGEMENT
LIFETIME WEALTH
PLANNING & MANAGEMENT
A BETTER WAY IS 'LIFETIME WEALTH PLANNING AND MANAGEMENT'
‘Retirement planning’ is planning that is too late. A better way is ‘pre-retirement planning and management’.
Your wealth, no matter how small or large, is an opportunity for security and to provide choices.
Wealth management is, therefore, not bound by when you retire or plan to retire. It’s about giving you choices over your entire lifetime.
You need to plan and to manage. And have experts help you do both.
Starting early and investing regularly provide a vast range of choices for when you are ready to stop working.
But the world is not that simple. Investment markets do not grow evenly. Taxes distort investing.
At First Samuel, we offer comprehensive wealth management services to give you the ability to make choices.
Common questions and concerns that arise during lifetime wealth planning:
When should I start lifetime wealth planning and management?
Will my savings and investments be sufficient for retirement?
When is the optimal time to retire?
How can I ensure my retirement income lasts?
What are the tax implications of retirement?
How can I protect my assets from market volatility?
Lifetime wealth planning is just one aspect of our comprehensive wealth management. While a comfortable retirement may be your goal, our experts will work with you to develop a strategy that looks holistically at your opportunity. This involves…
Tax
Management
Optimise your tax burden before and during retirement through strategic tax planning and management.
Family Wealth Management
Preserve and grow family wealth across generations to provide certainty, save tax and offer transparency.
Self Managed Superfund
Maximise the flexibility of investment choice, tax-management and tailoring your superannuation strategy to your specific goals with a SMSF. Receive integrated advice to keep pace with changing government superannuation regulations.
Investment
Strategy
Develop a diversified investment portfolio aligned with your lifetime objectives and investment risk tolerance.
And your investments actively managed.
Take the first step towards planning your lifetime of wealth.
Book a complimentary consultation with our experts today.