NEWCASTLE & MAITLAND- Bottrell Wealth
RETIREMENT PLANNING
Financial Planning, Investment Advice, Insurance and Wealth Creation to businesses, families, and individuals in the Newcastle and Maitland areas.
delivering quality advice
RETIREMENT PLANNING
As much as we’re living for the here and now, it is imperative to plan for the future, not only for yourself but for those around you. Understanding your future goals and following a customised Financial Plan is fundamental when achieving your life goals.
Have you noticed more and more middle-aged Australians retiring early? If you’re wondering how so many individuals are coming out of full-time employment and into retirement so soon, you’re probably also asking how you can do the same. Understanding the crucial role Retirement Planning can have upon your life is the first step. The second is seeing the Team at Bottrell Wealth (Newcastle & Maitland) to discuss your future endeavours and determine the lifestyle you will lead upon your accumulated savings.
Retirement Planning Services
Asset’s current Financial Situation
Define Retirement Goal
Superannuation & Pension Planning
Investment Strategy for Retirement
Tax Planning & Optimisation
Estate & Succession Planning
Healthcare & Insurance Planning
Debt Management & Financial Protection
Retirement Income Strategy
Social Security & Government Benefits (Aged Pension)
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The Importance of Superannuation
You’re probably wondering what happens to your money while it is in a super fund. It doesn’t just sit there, it is pooled with other members’ money and invested. You have control over where your super is invested – there are opportunities to achieve a high rate of return, or lower the risk and earn a lower rate of return. Different strategies must be exercised throughout the course of your life, to ensure you have sufficient cash in your super for your retirement.
Locations:
Newcastle—45 Hunter ST, Newcastle, NSW, 2320
Maitland—93 Lawes St, East Maitland, NSW, 2323
organise your income
SAVING FOR YOUR FUTURE NOW, MAKES RETIRING EARLIER A REALITY!
We take the time to discuss all influences and elements that will see your future stages in life benefit from today’s planning and expansion of your current income. Not only do we touch on just how you can successfully and strategically organise your income, Bottrell Wealth will also give sound advice on investment arrangements and your overall transition from employment into retirement.
Our Websites:
93 Lawes Street, East Maitland 2323
- 45 Hunter Street, Newcastle 2300
Why Retire with Bottrell Wealth?
We take the time to discuss all influences and elements that will see your future stages in life benefit from today’s planning and expansion of your current income. Not only do we touch on just how you can successfully and strategically organise your income, Bottrell Wealth will also give sound advice on investment arrangements and your overall transition from employment into retirement.
Services:
Superannuation Advice
Superannuation Consolidation
Superannuation Review
SMSF Services
SMSF (Self Managed Superfund)
SMSF Setup
SMSF Property Advice
SMSF Negative Gearing
SMSF Pre-Purchase
SMSF Post-Purchase
SMSF Capital Gains Tax (CGT)
For detailed information on Bottrell Wealth Pty Ltd see our website.
Bottrell Accounting, Taxation & Financial Planning
Articles, Blogs & Handy Information
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Rebecca Bottrell
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