02:30 Defining a pre retiree, mortgage reduced or payed off, kids out of home, thinking about wealth management and retirement.
03:20 The main troubles are on reducing tax, and having enough to retire – making sure enough is put away, and in the right place.
06:30 Where to invest tax effectively with reduced cap on superannuation.
09:30 What is the next step after heavily set up super fund to last the next 20 years.
14:00 Transition to retirement pensions.
16:30 Making sure your insurances are in place.
We would love to meet you. Book a free initial meeting.
Disclosures
- Knight Group Pty Ltd is the legal entity behind the Knight brand. Within our business are the following three entities: NKH Pty Ltd (ACN: 009 032 240) ATF The NKH Trust (ABN: 22 028 734 544) - Liability limited by a scheme approved under Professional Standards Legislation. A member of The Institute of Chartered Accountants in Australia and New Zealand and provider of the following services (listed under the ‘What we do…’ section):
- Accounting;
- Business Advice;
- Tax;
- Bookkeeping and payroll.
- Knight Financial Advisors Pty Ltd (ACN: 112 156 082) (AR No. 285301) as trustee for The KFA Trust (ABN: 39 301 810 590) trading as Knight Group - Corporate Authorised Representative of NKH Knight Holdings Pty Ltd (ACN: 163 152 967) and provider of the following services (listed under the ‘What we do…’ section):
- Financial Advice;
- Investment Advice.
- Download the Knight Financial Advisors Pty Ltd Financial Services Guide (FSG)
- Download the Knight Financial Advisors Pty Ltd CPD Policy
- NKH Knight Holdings Pty Ltd (ABN 30 163 152 967 AFSL 438631) is our business’s Australian Financial Services Licensee and has appointed Knight Financial Advisors Pty Ltd as a Corporate Authorised Representative.
- General Advice Warning - This information is of a general nature only and does not take into account your financial situation, needs or objectives. You should therefore consider whether the information is appropriate to your situation before acting on this information. If any financial product is referred to on this website, you should consider the relevant PDS or other disclosure material before making an investment decision in relation to that financial product.
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CONTACT US
- Level 2, Spectrum 100 Railway Road, Subiaco WA 6008
- PO Box 8281, Subiaco WA 6008
- Email Us
- (08) 9367 8133
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