19 We’re excited to share a recent success story that highlights our commitment to providing comprehensive financial advice tailored to your unique needs. Meet Mr. and Mrs. X: Mr. and Mrs. X, a retired couple enjoying their golden years on the Gold Coast, approached SK seeking guidance on a range of financial matters with a complex set of goals. Our Holistic Approach: At SK, we believe in offering a holistic approach to financial advice. This means considering all aspects of your financial situation, from investments and superannuation to insurance and estate planning. For Mr. and Mrs. X, we developed a personalised strategy that encompassed: • Retirement Planning: We created a detailed plan to ensure they could enjoy a comfortable retirement, considering factors like income needs, property sales, and superannuation contributions. • Investment Optimisation: We reviewed their existing investments and implemented a new strategy that aligned with their risk tolerance and financial goals. • Tax Minimisation: By leveraging various tax strategies, we helped Mr. and Mrs. X significantly reduce their tax burden, preserving more of their hard-earned wealth. • Estate Planning: We assisted them in creating comprehensive estate plans, including wills, enduring powers of attorney, and advance health directives, to protect their assets and ensure their wishes were carried out. The Results: Through our collaborative efforts, we were able to: • Save Mr. and Mrs. X substantial amounts of money through strategic tax planning. • Develop a robust retirement plan that provides them with peace of mind. • Optimise their investment portfolio to achieve their long-term financial objectives. • Create a comprehensive estate plan that protected their assets and ensured a smooth transition for their loved ones. How Can We Help You? Whether you’re approaching retirement or simply looking to secure your financial future, our team of experts is here to assist you. We offer a wide range of services, including: • Retirement planning • Superannuation strategies • Investment advice • Tax planning • Estate planning • Insurance review Contact us today to schedule a consultation and discover how we can help you achieve your financial goals. 16 Dunkirk Close, (off Allied Dr) Arundel (2 streets south of Harbour Town Shops) | Est. 17 Years Order Online www.newlifefoodbarn.org or PH: 0410 565 781 HOME DELIVERIES Jacobs Well to Currumbin SHOP WED & THURS 10am-12pm, SAT 9-11.30am & for pre-ordered parcels Supporting our community newlife foodbarn Food Relief for the Gold Coast D.G.R. Charity FOODBARN SHOP NOW OPEN SATURDAY 9-11.30am DISCOUNT FOOD GROCERY SHOP WED-THURS-SAT DONATE BLOOD, SAVE LIVES. Do something special. Give blood. Call 13 14 95 download the app or donateblood.com.au 1 in 3 Australians will need blood in their lifetime. Only 1 in 30 people currently donate.
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