People thinking about retirement and not sure about their options. Typical concerns are around how much money is required for retirement and how to maximise opportunities within superannuation.
John and Gwen are in their 50’s and have 2 adult children still living with them. John is self-employed and both John and Gwen work full-time. They have a household income of $200,000 and home loan of $150,000.
“Several friends had mentioned how superannuation was a good way to reduce tax and save money for retirement but without help, we were not able to act upon it. After being introduced to James from a friend, we now have a fantastic strategy in place managed by James so that we can get the most out of superannuation and lower our tax bill.
John and Gwen (surname withheld)