67-80 | Enjoying Retirement

Make the the most of every second

Life hasn’t slowed down — you just have more time for the things you love! For most of us that means friends, family and a few adventures. At Avondale Wealth, we’re here to help your money go further.

Who | Typically 67-80 living a busy life, drawing down on their wealth to meet cashflow needs. Perhaps you would like to assist family members, or to travel more often, but unsure how this might impact your financial plan. You may also be considering your eligibility for any Centrelink income support to supplement your cashflow needs through retirement.

Enjoying Retirement
mark-chan-More-than-a-guide

How we can help

Even in retirement, a good financial plan can make a big difference to your day-to-day cashflow and your legacy planning. At Avondale Wealth we work with clients to help you understand how your finances are impacted year-on-year.

We can assist clients explore their eligibility to Centrelink support, including Age Pensions, Commonwealth Seniors Health Card applications and the Home Equity Access Scheme.

Together, we can put the plans in place to do more with your money, while ensuring that children, grandchildren and loved ones are protected.

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Your advice journey

When it comes to creating a real, viable financial plan — our streamlined process ensures every decision aligns with your unique needs.

1-a-conversation
1. A conversation

We’ll start by getting to know you and understanding your financial needs, goals and aspirations – both now and for the future.

2-Roadmapping
2. Roadmapping

We develop a tailored, achievable strategy to help you realise your financial goals, providing a clear view of the benefits, risks and associated costs.

3-Take-action
3. Take action

Following approval, we’ll put your financial plans into action, and set up any required financial products, loans and personal insurances.

4-Staying-on-track
4. Staying on track

Whether on an annual basis or as needed, regular check-ins enable you to adjust your course when life evolves.

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Realise your financial goals sooner

Financial advice always starts with a conversation.
Take the first step toward securing your financial future and get in touch today.

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