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Working towards the future with you

Retirement

Having a programme commenced as early as possible, allows the "Magic" of Compound Interest to start building. It is never too early to commence. Flexibility, along with Tax incentives can provide savings for the later years.

Incentives by way of Tax Deductibility, Salary Sacrifice, Co Contribution etc are benefits to be taken up and allow the "Golden Years" free of Financial Stress.

Both Self Employed & Employees are catered for in design of a retirement programme.

Estate Planning

A lifetime spent building an estate, can bring some special consideration along the way. Protection from Creditors or others, with control and management, are desirable features of an Estate Plan.

It is not necessary to 'own' an asset in order to have control over it!!

If you spend a lifetime creating an Estate, surely it is worth while protecting it!!


Otherwise you may learn that "you did not own it, only Leased it, then lost it".

Companies, Trusts, Partnerships, Wills, Power of Attorney etc. are tools that may be utilized for Estate Planning and protection purposes.

Tax planning can result in substantial benefits as well.

Elsley Financial Group will refer the client to a qualified Accountant / Solicitor for specialist advice in this environment.


 

 

 
Elsley Financial Group Cairns.
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