You want to ensure that you have enough assets accumulated so that they earn you sufficient returns to fund your retirement. You may enjoy working, but working past your retirement date should be a choice rather than a necessity in order to survive.
In planning for your retirement, you need to ask yourself when you want to stop working and how much income you will need to live the lifestyle you would like. PJT Advisors will evaluate your existing assets, consider your commitments and what mix of assets you want or need. We will then structure a plan to help you achieve your retirement goals taking advantage of any tax avenues available to you.
As well as planning for your retirement, PJT Advisors will structure your financial situation to protect your hard earned assets and manage the impact of taxation. Taxation has a significant effect on the long term value of your assets so it is important to get this right.
Superannuation may form an important part of your retirement plan, and we believe you should be actively involved in monitoring its performance. Superannuation should not be a set and forget strategy. Superannuation should be used to take advantage of the compounding effect of your earnings as well as the tax benefits it provides.
PJT Advisors are experts in looking after your retirement and superannuation needs. PJT can also assist you through its referral partners to work on a financial plan which will help grow your retirement nest egg.
Want to know more? Request a free meeting with a Business Advisor, or call us on 07 5413 9333.
GENERAL ADVICE WARNING: This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.
PJT Financial Services Pty Ltd CAR Number 1243046 ABN 75 13615402189 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
Wayne Patten ARN 277883 is an Authorised Representative and Jodie Thompson ARN 277884 is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
What Client's Say
"PJT has always provided exceptional accounting service and advice relating to business operation, planning, taxation, investment and more.",
"The principals and staff are always approachable and display a sincerity in your business and situation.",
"PJT have made our life of running our own business much easier, knowing they are up to date with the latest in tax laws, and happy to help out with any queries we have,