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What Stage of Life are You?

 

 

casestudy04.jpg

 

 

Enjoying Retirement: Ken and Rosa's Plan

 

Mid 60’s, retired and wanting to travel.

 

Pre TGS Wealth

  • Asset rich however income not enough to maintain lifestyle
  • Paying normal taxes

TGS Wealth Strategies

  • Sale of assets outside superannuation
  • Contribute funds to superannuation
  • Tax free income drawn from superfund as a pension
  • Altered investment portfolio to produce greater income
  • Estate plan put in place to secure children’s future

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