Retirement Planning Bendigo

50Plus Retirement Planning Bendigo:

Safeguard your future with the retirement planning experts

50Plus is a progressive retirement planning business proudly serving the needs of clients in Bendigo, Melbourne, Regional Victoria and the Gold Coast. For ten strong and productive years, our team has been helping clients to achieve their financial and lifestyle goals, with a strong emphasis on Self Managed Super Funds (SMSF) and both pre-retirement and post-retirement strategies. For retirement planning in Victoria and the Gold Coast, 50Plus has your best interests at heart.

Retirement planning Melbourne: What we can offer you

When you choose 50Plus to co-ordinate your retirement planning in Victoria or the Gold Coast, we can offer you a range of helpful advice, spanning across all financial areas, including:

  • Retirement Incomes
  • Salary Packaging
  • Portfolio Asset Allocation
  • Self Managed/DIY Super Funds
  • Managed Super
  • Wealth Accumulation
  • Government Support, and
  • Estate Planning.

We strive to recommend solutions which offer the greatest degree of control and flexibility for our clients, implemented through managed funds and self managed structures. This means that you are able to invest super or non super funds directly into specific or through investments offered via managed funds. With our retirement planning, Melbourne and Gold Coast retirees enjoy the benefits of greater freedom and the comfort of security and control over their finances.

Professional retirement planning: Gold Coast and Victoria

50Plus is independently owned and is not associated with any financial institution. This means that, unlike other facilitators of retirement planning in Melbourne, we are not bound to recommending one particular institution's products or services to you. As a result, you can be sure that we are always giving you the most honest advice. When it comes to retirement planning, Gold Coast and Victoria retirees know that 50Plus can be trusted. That's why we're proud to maintain a strong base of local and international clients who currently enjoy our personalized services. We believe in communicating with our clients on a regular basis through daily email updates, quarterly client briefings, six monthly reviews and through our regular newsletters. This way, throughout their retirement planning, Bendigo and Gold Coast clients really feel like a part of the process, and are always up to date with any changes that might affect them. Our financial planners are members of the Financial Planning Association (FPA), Superannuation Professionals Association of Australia (SPAA) and the Responsible Investment Association (RIAA).

When it comes to retirement planning, Victoria has the solution

For professional retirement planning in the Gold Coast and Victoria, contact 50Plus and enjoy the benefits of expertise, integrity, and service.

 

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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