I AM OVER 55 (I NEED TO CREATE INCOME)

YOU ARE

You are most likely to have repaid your mortgage, you are starting to plan for retirement or are already retired, but you don’t know how much you need in retirement or how to generate sustainable income.

YOUR NEEDS
  • To significantly increase your superannuation balance to have enough in retirement
  • To consider strategies to have tax effective income in retirement
  • To commence investing in assets that will generate the right income you need
  • To be debt free
  • Plan for longevity of assets and income
  • Intergenerational wealth transfer is becoming more important.
  • To have appropriate Wills and Estate planning
YOUR NEXT STEPS

I need to learn more and receive professional advice.

Our Approach

GROW IT
GROW IT
PROTECT IT
PROTECT IT
LIVE IT
LIVE IT
LEAVE IT
LEAVE IT

Generation Wealth Partners understands growing and protecting our clients’ accumulated wealth requires rational decisions about emotional needs. Our objectives-based approach enables our clients to identify what they actually want to achieve, helping us to help our clients to create their financial future.

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Generation Wealth Partners