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Retirement Ready

TGFS Financial Planning

Who is it for : TGFS Financial Planning Retirement Ready package is designed for retirees with over $200K in assets, who need income in a timely fashion and who don’t want to sell down assets and jeopardise the longevity of their capital to fund their day-to-day living expenses.

This service provides clients with expert advice on maximising Centrelink entitlements, a nominee to deal with Centrelink on their behalf, and regular reviews of financial objectives to meet their retirement needs.

Fees: Retirement Ready package is $2,200 per client per annum (GST inclusive)

Click here to view Retirement Ready Service Offer flyer.