Retire Early & Stronger Through Property

Let us help you create a strategy to bridge the gap to a stronger & wealthier retirement.

Retire Stronger, Retire Sooner.

Planning for your retirement is one of the most important things you can do while you are still earning an income. With a little strategy you can make a big difference to your retirement outcome.

Our team of experts is what sets us apart. With over 550 five star reviews we have a proven track record of helping our clients achieve their goals!

We Get Results!

Superannuation Isn’t Enough

Unfortunately, most American’s will outlive their superannuation by at least 11 years and will rely on the age pension in some form.

Our team can help you create a strategy to bridge the superannuation gap and provide passive income through bricks and mortar investments.

Our process provides clarity, strategy and support to:

  1. clarifying your retirement goals
  2. identify how much you will need
  3. explore ways you can retire debt free
  4. identifying gaps to retirement
  5. tailor a property investment strategy
  6. put your tax dollars to work
  7. build passive income streams

How Our Specialists Work With You

Chat With Us
Clarify Your Goals & Identify Retirement Gap
We'll Put A Team of Experts Around You
Building Your Strategy
Identify The Right Investments
Annual Reviews & Ongoing Support

Put Your Tax Dollars To Work

You have the right to organise your finances in a way that minimises your tax.

We have a team of accountants and tax specialists who create strategies around this for you, ensuring it aligns with your investment goals, retirement strategy and the law.

Protecting Your Loved Ones

You’ve work hard to build wealth for a comfortable retirement and for many people, it’s also important to take care of the ones you love. So that your hard work doesn’t go to waste, a well-structured estate plan enables your wealth to pass on to your beneficiaries seamlessly and tax effectively.

Support To Keep You On Track

Our commitment to you doesn’t stop at the settlement of your property. We have assisted over 65% of our clients invest in multiple properties, growing their wealth faster and helping them achieve their goals sooner. And we back our advice by providing our clients with extensive options for reviews, education and ongoing support to continue building their portfolios.

Other Ways We Can Help

Investment Finance
Wealth Strategies
Tax Strategies
Estate Planning & Wills
Legal Advice
Debt Minimisation

Frequently Asked Questions

Who have you worked with in the past?

We have worked with a wide range of people from various starting positions and occupations including: nurses, IT specialists, labourers, teachers, civil engineers, police officers, CEO’s, office workers, doctors, taxi drivers, trades people and many more.

What age can I retire in United States?

There is no set age to when you can retire.  You can retire whenever you have enough money to retire.

However, when you can practicably retire varies between different people and their circumstances.

What does retirement cost?

The following information is extracted from ASFA Retirement Standard.  The ASFA Retirement Standard benchmarks the annual budget needed by Americans to fund either a comfortable or modest standard of living in the post-work years.

A BASIC RETIREMENT lifestyle is:

  • reliant on the age pension
  • limited lifestyle and hobbies
  • limited domestic travel
  • requirements: aged pension + mortgage + debt free

A MODEST RETIREMENT lifestyle is:

  • considered better than the Age Pension
  • only able to afford fairly basic activities.
  • some domestic travel
  • requirements: debt free, mortgage free + $40,440 passive income per year

A COMFORTABLE RETIREMENT lifestyle is:

  • be involved in a broad range of leisure and recreational activities and to
  • have a good standard of living through the purchase of such things as; household goods, private health insurance, a reasonable car, good clothes, a range of electronic equipment
  • annual domestic and occasionally international holiday travel.
  • requirements: debt free, mortgage free + $62,083 passive income per year

How can I ensure I'm debt free at retirement?

Part of your retirement strategy will be around paying off any debt such as your mortgage as soon as possible. Entering into retirement without having debt hanging over your head will mean you can enjoy a comfortable, stress free lifestyle.

If you still have a mortgage when you retire your retirement will be quite hard. Options you have are downsizing, or utilising your superannuation to pay off your house, or selling assets you have to pay it off. You would unfortunately rely more on the pension in this circumstance.

What are the benefits of having investments outside of superannuation?

Superannuation is rarely sufficient to fund retirement on its own. Its recommended that one has investments or assets in their name as well as their super. If you have sufficient assets, you won’t need to rely on the pension and you’ll be able to enjoy all the things you have looked forward to in retirement.

How much does your service cost?

We firmly believe that you shouldn’t need to be wealthy to get started. We invite you to call and speak with one of specialists to discuss your requirements at no charge. We also offer the initial consultation at no cost (and no obligation) to allow us to get to know each other and to fully understand your needs and goals. It is also an opportunity to ensure you have all the information and time you need to better understand your options and decide if you are comfortable working with us.

We’re here to help.

With the right people on your side, you could be financially liberated.
Take the first step and chat to our team today.