Our Services

50Plus provides a comprehensive range of services to it's clients - including information/support on a range of non financial issues. To help you better understand this statement, we have provided some examples below of the issues where we assist/support our clients with financial & non financial services.

Our Financial Services
  • Retirement Planning
  • Managed Super
  • Self Managed/DIY Super
  • Centrelink Planning 
  • Wealth Creation Strategies
  • Estate Planning

These services are discussed individually within the "Our Services" drop down menu.

Non Financial Support Services

Our non financial services are generally provided through our Client Briefing Nights.

  • Computer Training - being comfortable with computers, and having an understanding of how technology can help our clients, has become an important service offered by the team at 50Plus - particularly to those clients who have retired. Our emphasis is on the internet, and how clients can enhance their lifestyle, retirement, financial position, financial understanding, etc through the internet.
  • Travel Planning - through our Client Briefing Nights, we regularly discuss travel related issues - with guest speakers who can help both clients and non clients get the most out of their travel plans. These nights are also a wonderful opportunity for attendees to exchange ideas, in a warm and friendly environment.
  • Your Health - once again, our Client Briefing Nights will include discussion on health related topics - with one of a number of our "Doctor Clients" as guest speaker. Always a fun and informative night for all.

As our Client Briefing Nights are quite informal, the discussions can head off in any direction! 

 

David Gemmell Dip SM, Dip FP
Director
50Plus Wealth
SMSF Specialist Advisor™

Client Briefings

Interested in learning more about the strategies used by 50Plus? Our quarterly Client Briefings will show you how – using easy to understand language and explanations in a small group environment.

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