Retiring Comfortable
WORKING WITH YOUR ADVISER TO:
Enjoy your Retirement
Quest genuinely cares about the financial health of Australians – we are here to prepare you and your family for retirement.
Retiring comfortable incorporates your vision of retirement and guides you through the maze of options and help you select the best investment options so you can relax and enjoy the later years of life.
Your Adviser can assist you with careful planning and documentation of your goals and objectives, including wishes for the distribution of your estate in the event of death. Careful planning may save you significant taxation implications and consequences if not structured correctly.
We can provide advice in this area directly and also through our existing relationships with our legal contacts who can provide their service at the most competitive price.
Our Retiring Comfortable may include:
- Retirement Plans
- Estate Planning
- Aged Care
- Wills
- Enduring Powers of Attorney
- Buy / Sell Agreements
- Partnership / Share Agreements
PLANNING FOR YOUR FINANCIAL GOALS?
Book a complimentary discovery session and start creating your financial roadmap.