Empty Nesters

Check out our recent case study from empty nesters Mr & Mrs K.

After years of hard work you are on a great income but feel like you are not putting it to its best use
You want to reduce your income tax
The kids are about to start work, maybe they are about to finish private school and you expect to have some more disposable income soon that you want to put to good use.
You have never paid much attention to your super and want to start making this a priority.
You want to understand if you can transition to part time in your mid-late 50’s but want to make sure you can still have a comfortable lifestyle in retirement

Superannuation is an extremely tax-effective investment structure that helps to save tax and build a significant amount of wealth in the future.

We assist our clients with long term strategy to minimise tax to keep more money in their pockets.

Think passive income, potentially from multiple income streams that may be able to give you flexibility for early retirement.

Insurance is critical if you are taking on a significant debt to buy a house or your household is depending on your incomes to cover living costs.

There are often some big decisions to make around retirement planning including which assets to keep and which assets to sell...

Debt management starts with teaching our clients about the pro’s and cons of different types of debt.

07 3524 8505

hello@thebaysideinvestor.com.au

Ormiston & Coorparoo (By Appointment) 26 Raby Esplanade, Ormiston, QLD 4160

Financial Planning for Empty Nesters