Retirement Planning

Retirement is not a destination.
It's an experience.

Imagine after years of work and toil, you're ready to retire and begin a new and exciting phase of your life.

Then you realise that you haven't really planned financially for this moment and the comfortable life you've dreamed of might well remain just that…a dream. However, there is an upside if you're reading this.

It's never too late to start your own road to financial security.

That's where we can help. With our common sense five-step approach, we can get you underway and on-track with a retirement plan that works for you – regardless of where you're at now. These steps are:

1. Discovery Meeting
2. Strategy Development
3. Our advice and your Personal Financial Plan
4. Implementing your Financial Plan
5. Ongoing service review of your Financial Plan

Over to you now. Just fill out a few details and one of our Financial Advisers will get back to you to outline exactly how we can help you.

What have you got to lose, other than a lot of financial stress leading into your golden years (however far off they may be).

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

Peak Partnership Wealth Design Solutions Pty Ltd as trustee for Carlmich Trust. 
ABN 26 711 439 304. Corporate Authorised Representative No 415154 of
Professional Investment Services Pty Ltd AFSL 234954. ABN 11 074 608 558.
www.centrepointalliance.com.au/PIS