Comfortable happy lifestyle with enough assets to see you into your later years

This is the time in your life when you and your family will enjoy the rewards of years of being strategic and empathically planning for your future. As your partner in finance we will celebrate with you and work together so you can enjoy your resources and plan disbursements to optimise your well-planned investments.

Your lifestyle may look like this:

• Strong equity in your family home
• The opportunity to minimise tax in personal names
• You may receive an inheritance from an elderly relative or friend
• Utilising your assets that are held in Superannuation
• Semi or permanently retired
• It could be the time to down size your family home
• If you own your own business, it could be the right time to sell or succession plan to other family members
• Investigating aged care opportunities for elderly parents

You may still be experiencing the following financial demands that are imperative to consider:

• Household income is reducing
• Your adult children may need financial assistance
• There could be unexpected health issues

Endura Private Wealth will consolidate your investments and create a wealth management plan to create the life goals during this transitional phase. We will continue to plan and manage your Superannuation, investments and forward plan your Estate.