Superannuation & Pensions

Getting it right, from the start

The extreme financial turmoil that the World experienced from the start of 2008 has sent investment markets and even some countries to the brink, even beyond.  Fortunately that is now behind us and despite some ongoing trouble spots in general the outlook is much improved.

At the bottom of the GFC in March 2009 the ASX All Ordinaries fell to 3150, it has since recovered to 4650 in mid June 2013 having been as high as 5200 in the last year. In Australia interest rates on Bank deposits have fallen to levels where self-funded retirees are not able to comfortably survive on interest earnings alone.

Getting your retirement investment plan right the first time, after a proper personal needs analysis, is so important.  At Nixon Financial Services we work for you in planning your path to maximise your lifestyle options in retirement.  A good place to start is often to discover what you have on your "bucket list".

We look at your investment options and possible income that can flow from that along with an evaluation of your potential to gain benefits from Centrelink.
Beyond the initial advice we are here to review your needs and the performance of your portfolio, tweaking your investments when required with your direct involvement.

Maybe the time is right to review your portfolio and decide if it is best positioned to make the most of the recovery, whenever that may be!