344 we don’t need a financial adviser! (a real retirement case study)

Glen and Martin break down a real retirement case study that started with a familiar line: “we don’t need an adviser, our affairs are simple!”. Upon changing their minds, the couple discovered thousands in tax savings, better investment structures and a bigger age pension.

👉 why some people think they don’t need financial advice

👉🏼 Charlie & Diane’s situation: 66 and 64, planning retirement soon

👉🏽 the advice strategies implemented

👉🏾 the advice outcomes ($8.5k net tax savings + $20k extra age pension)

👉🏿 projections of their assets & income over time

👉🏻 how much the advice cost and why it paid for itself

Watch this episode on Youtube: https://youtu.be/wXvu0-k6_qA

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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