We often put a lot of thought into what we want to do for a career – training or studying for many years in preparation for that vocation.
But once you achieve that goal, where next?
It’s easy to get lost on this adventure called life, which is where our most in-depth package, New Chapter, comes into play.
Sit down with Geoff over a number of sessions and we’ll map out where you’ve come from and where you want to go, looking at what matters and the things you want to get out of life.
Unlike any other financial advisor in Perth
New Chapter planning isn’t just for retirement – it could be for any phase of your life. Perhaps you’ve sold a business, paid off your mortgage, or inherited some money and are wondering how best to use your newly-found cash.
Or maybe you need to think about paying the kids’ school fees for high school, have to support a parent, or want to take a sabbatical from work, and need to be putting more money aside.
If your affairs are complex and you want them sorted so you can leap into your next chapter with confidence, then let’s look at your life’s story and see what comes next in its plot.
Think about this – if you were 90 and looking back on the past 25 years, what would you have wanted to have achieved? Who would you want to have spent time with? What memories would you have liked to have made?
By pondering on how you want your life to look, you can start curating the life you want to live, for your next chapter, retirement and beyond.
Don’t be left financially unprepared by not anticipating where your exciting journey will lead you next.
Other financial planning packages
Head & Heart Financial Plan
The Head & Heart Financial Plan is designed for pre-retirees who are 50+, with a holistic approach focusing both on traditional financial planning and on the more intangible, heartfelt aspects of life.
Discover the blend of financial strategy and emotional wellbeing.
We help you align your financial goals with what holds the deepest value to you.
Summon the magic to transform the everyday retirement into the extraordinary.
Secure your legacy and protect your loved ones. We will craft a comprehensive wills and estate plan tailored to your unique needs ensuring your wealth is kept in your family.
We understand that legacy is broader than wealth - it’s about how you want to be remembered. Let’s ensure your wishes are granted when you’re no longer here.
Honour what’s truly important to you and your family so you can preserve and transition your wealth, but more importantly - your precious life story.
Do you feel stuck when it comes to retirement? Worried about how you’ll spend your time or if you’ll have enough money for aged care?
If you’re unsure as to how your retirement will look, or want more clarity on what you need to focus on to create your dream retirement, then this package is for you.
We will meet up multiple times a year to go over all your questions and work with you to develop a flexible retirement plan that ties in with your vision for a long and fulfilled life.
Are you planning your next phase in life? Perhaps you have achieved financial security but the next stage is looking a little lacklustre. Let us work with you to figure out what to do next - we can help complex life changes feel easy - preparing you for whatever comes your way.
Our most in-depth package, New Chapter, includes everything available in all the other packages, plus more. It’s perfect for you if you’re a business owner or have more complicated affairs. Created not just for those on the cusp of retirement - New Chapter is perfect for anyone entering a new phase of their life.