
Planning for Aged Care
While you may not need aged care services right now, it’s a good idea to consider your
These are all important questions that need to be looked at to ensure you retire with the income you need.
We recommend to plan for your retirement as early as possible;
SMI can help you implement an appropriate plan and begin the transition to retirement with ease.
Contact SMI and start crunching the numbers today to secure your retirement income!
While you may not need aged care services right now, it’s a good idea to consider your
By making an after-tax contribution to your superannuation before the end of the financial year, you could
You’ve worked hard for decades and retirement is the time to put your feet up and spend
When you’re looking into your finances, there are many questions that come to mind. These are just some of them:
The complexities of your finance will determine what the overall costs will be. In the first meeting where we discuss your goals and objectives and what you are looking for, is at out expenses, and it’s not a cost to you. Only after we determine how we can help, and if we can provide value to your situation will we provide you with a cost summary or what it will cost if you were to proceed. There is no obligation to proceed if we are not the right fit for you.
Whilst we like to meet our clients in the office, we do offer people the opportunity to work digitally giving people the flexibility of what’s most suitable for them.
– Neil T.
– Toby R.
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SMI Financial Solutions Pty Ltd ABN 92 154 155 307 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd, ABN 47 097 797 049, AFSL 236523. Christopher Smith (478941), Rebecca Chester (532123) and SMI Financial Solutions Pty Ltd (418006) are authorised to provide Credit Services with Connective Broker Services ACN 161 731 111, ACL384324. Infocus is not liable for any credit services provided by either entity. Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.
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