Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Image of estate planning

Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Our Services

Financial Planning

Guiding you towards a secure financial future.

Throughout each stage of life, we want our financial circumstances to grow with us. Whether you’ve set your sights on growing your investment portfolio, retiring early or trying to give your loved ones a head start in life; financial advice from a qualified professional will help you get there sooner.

Creating long-term wealth and building your dream life doesn’t happen by accident. It requires thorough planning by an experienced adviser who can put you in a position where your hard-earned dollars are working along side you.

We understand that life can be busy, so we’ve eliminated the confusing industry jargon and will ensure that we provide you with effective strategies that help you get ahead.

Trust us when we say that we’re on your side. Our goal is to see you bring your financial goals into fruition with disciplined planning and practical actions.

To find out more about how we can help you achieve your financial goals, contact us here.

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Investment advice and portfolio management

Optimising your investment strategy.

With an abundance of investment choices available and the often volatile nature of the market – it can be challenging to know where to start.

Nowadays, with the increasing rate in poor advice, too many people are taking investment advice based on little experience or research. It’s important to remember that impulsive decisions in the short term can have a detrimental effect on your investment portfolio in the longer term.

At Peak Advice, we believe in research before speculation. To be a successful investor, it requires an analytical approach and an individualised investment strategy that is unique to your goals. We will consider your tolerance to risk and only implement the strategy if you are comfortable with the advice.

Our investment portfolio management services are suited to those who require intensive management of their portfolio but prefer not to be involved in the day to day administration their investments. Managing your investment portfolio requires a lot of responsibility, and the ever-increasing complexities of the taxation system make accurate record keeping essential.

We will guide and educate you through the process of investing your money, providing you with regular portfolio performance reports that will reflect any opportunities should your risk-tolerance change.

To find out more about how we can help you grow your investment portfolio, please contact us and download our Introduction to Investing eBook.

Insurance

Providing you and your family with peace of mind through asset protection.

Injury, illness or worse is not something we like to ponder over. However should the unexpected occur, we want you to feel reassured that you’ve secured your family’s financial future.

You insure your car and your home. But nothing is more important than your life and your ability to provide for you and your loved ones.

It’s important to reconsider your life insurance plan as you move through life, whether that be getting married, welcoming a child or investing in a business. This eliminates any gaps in your plan to protect and secure your family. At Peak Advice, we will guide you through the various options and assist you in selecting a level of cover that best suits your needs.

To find out how we can help you protect you and your loved ones against uncertainty, please contact us and download our Understanding Insurance eBook.

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Are You Ready To Start Building Wealth? Are You On The Countdown To Retirement?

Our enthusiasm is to assist our clients retire when and precisely how they prefer...with assurance and confidence.

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Retirement Planning

The key to a comfortable retirement is careful planning.

Retirement is different for everyone. For some, it means unwinding and spending time with family or friends and for others it means pursuing a passion or volunteering their time. Regardless of what retirement looks like to you, we want to make sure that you have a sense of security to enjoy life and reestablish purpose outside of the workforce.

Planning for retirement early on in your career will help make the most out of your money in the long term. Our goal is to help you make smart financial decisions to grow your wealth to make life easier for future you.

At Peak Advice, we’re retirement specialists and have helped many people just like you to plan, look forward to, and eventually enjoy a secure, comfortable quality of life in retirement.

To find out more about how we can help you secure comfortable retirement, please contact us and download our Retirement Planning eBook.

Superannuation

Maximising the value of your superannuation.

While you don’t get to see your super until retirement age, along with property, it is likely to be one your most valuable assets.

All working Australians have will have superannuation, but only few will have a comprehensive understanding of how their money is being invested.

Consequently, a common financial oversight is leaving superannuation in a ‘default’ (balanced) option. This could mean missing an opportunity to create wealth in the future, had you chosen a different investment mix earlier on.

At Peak Advice, we aim to help you build your nest egg and provide clarity around your retirement plans. We understand the complexities superannuation and can help guide you in selecting a super strategy that will help you achieve your goals.

To find out more about how you can maximise your superannuation, please contact us.

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Estate Planning

Securing your wealth for your loved ones.

While most of us are aware of the significance of having a formal Will, many forget that it is only one aspect of the estate planning process. An effective estate plan is a detailed set of documents covering your Will, trusts, Power of Attorney/s, life insurance beneficiary nomination and distribution of assets.

At Peak Advice, we have values above money and want to ensure that during periods of change, that your family is taken care of. We understand that making sure your loved ones are not overwhelmed during this time is the priority.

We will guide you through everything you need to consider to ensure you are setting up your family for a bright future, including maximizing the value of your estate by reducing taxes and expenses along the way.

With this, we develop a plan that makes the transfer of wealth as simple and orderly as possible.

To find out more about how we can develop an effective estate plan for you, please contact us and download our Estate Planning eBook.

Centrelink

Guiding you through the world of government entitlements.

While many Australians have the safety net of superannuation, many will come to rely on an Age Pension to supplement or fund their retirement income.

Applying for the Age Pension with Centrelink can often be a frustrating process, especially if you have spent decades of your working life entirely financially independent.

At Peak Advice, we aim to take the headache out of dealing with Centrelink. As part of our service to our retirement planning clients, we liaise with Centrelink on your behalf and guide you through the paperwork.

We aim to create a supportive environment where you have a sense of clarity on your financial position and what you’re entitled to.

To find out more about our Centrelink Assistance, please contact us.

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Aged Care

Navigating through the complexities of Aged Care.

After a long and fruitful life, the transition from the home to an aged care facility can be complicated. The combination of losing independence and the sudden change is not an easy road if it’s something you haven’t planned for.

At Peak Advice, we understand the complexities of the aged care process including accommodating to in-home and resident care. Deciding on your level of care can often come down to cost, with this, we guide you through the associated expenses, payment options and government support.

Ensuring that you can reach your dream retirement, receive attentive aged care and create intergenerational wealth to leave behind is at the heart of what we do.

For more information on how we can help provide you with peace of mind, please contact us.

Rethink and Reshape Your Retirement

We will help you look at your whole situation to ensure that the financial decisions you make set you on the right path to achieving your goals, both in the short and long term.