Leave the financial planning to me. Live your life.
How to invest your superannuation money to generate the best return and how to structure your insurance plans are not often discussed at dinner parties. But given some robust discussion in these areas, it could be the difference between sipping Champagne in retirement and working into your 70’s.
After 20 years working in institutional finance and the banking industry, I decided to embark on the same pathway that I have advised my clients to pursue.