Strategies for Life
Life is a series of events.
These can be significant and usually emotional. They can be life changing and create fears, frustrations and desires. Divorce, starting a family, transitioning aging parents into care, or managing a change in career are just some examples that can occur.
Things happen at different times in our lives.
We understand that while we cannot always control our circumstances, we can influence the outcome. At Verante we deal with these issues every day. We offer long-term guidance and targeted advice when you need help to manage specific events in your life.
Elderly Parents (Aged Care)
Your parents have always been there and you are now at that point in your life when you notice that your parents are aging. Everyone’s circumstances will differ and we can help you through the complex maze of aged care.
Reach Age 50
Congratulations on your 50th birthday. You are getting closer to retirement and making the right choices around your wealth and superannuation can mean the difference between retiring confidently or having to work years longer.
A self managed superannuation fund (SMSF) can be attractive as it provides you more control over your superannuation and retirement planning, however, are you ready for the responsibility?
Insurance (Personal & Business)
Did you know that most Australians are underinsured? Life can throw you unexpected surprises and insurance (personal and business) can protect you, your loved ones and your business from life’s uncertainties.
Transition to Retirement
Are you 5 to 10 years from retirement? A transition to retirement strategy will help you wind back on work so you can start doing the things you love without reducing your income.
Divorce or Separation
The breakup of a relationship is a stressful event that can provoke a range of emotions. The legal side of separation and divorce can appear complex and confusing. It makes sense to protect yourself.
If you find yourself in the midst of a redundancy is important to get your finances under control to reduce any additional stress on your life. We can provide specialist advice to get the most out of your redundancy.
Receive an Inheritance
Receiving an inheritance of money or assets can be a wonderful surprise. It can also trigger some emotions along with the additional financial complexity of your own financial situation.
Children Leave Home
Your children are leaving home and you are now contemplating what to do with your time and the financial impact on your everyday life. With careful planning you can truly enjoy the next horizon.
Save for a Home Deposit
Saving is never easy and saving for a home deposit can be even more difficult. With the right strategy in place your savings can grow to get you your home deposit sooner.
Selling your Property
Selling a property can be a costly and stressful. The selling process can take a great deal of time and effort and now you have a lump available and not sure what to do.