Retirement Planning can raise a number of uncertainties. Questions such as “Will my assets be sufficient to provide for the lifestyle I desire?”, “Will my retirement savings provide for my entire life time?”, “Is the level of risk which I’m taking regarding my investments appropriate to my current circumstances”, “is my family provided for in the event of my death” are common for those thinking about or planning the next phase in their life.
Our advisers use numerous financial models and forecasting techniques to help assess the likelihood of achieving your desired outcomes. This analysis is then used to recommend appropriate strategies and structures to maximise your chances of success.
Our advisers can help you with everything from setting up appropriate superannuation pensions or income streams, advising on Centrelink benefits to the tax efficient sale of your business.
Authorised Representative No. 416387
Joel is the founder and CEO of UGC.
He is a licensed financial advisor with 15 years experience assisting clients grow, manage and protect their wealth.