ADVICE FOR LIFE
Family. Future. Freedom.
WE HELP CLIENTS IN
SPECIFIC SITUATIONS
Planning
to retire
If you're ready to get a head start on planning for the day that work is no longer a 'have-to', we can help make it happen sooner.
BOOK AN INITIAL DISCUSSION
Ready
to retire
If you've recently made the decision that it's time to make the switch, we can help you craft the perfect exit and avoid common, costly mistakes.
BOOK AN INITIAL DISCUSSION
Wanting More
from retirement
If you've already made the transition but you find yourself wondering whether there's more you can do to improve or safeguard your lifestyle outcomes, we can take a second look.
BOOK AN INITIAL DISCUSSION
...with a proven
step process
plan
Start with a vision.
Our process begins with understanding in detail the specifics of the life you’d like to create, both now and in retirement, then working backwards to understand what can be done to bridge the gap.
Our focus is to help you find that path you need to be on.
manage
Turn plan into action.
We project manage everything that’s needed when it comes to implementing, be it placing the investments, submitting the applications or following up those you need to act of your behalf.
The sooner we can put the plan to work, the sooner we can work toward the end game.
support
Stay the path.
Things can change and we always expect the unexpected. As well as making sure your plans adapt when needed, and you stick to the strategy when that’s the best course of action, we make sure to review everything regularly.
From the start, to life you’re aiming for, and beyond.
...AND SOLUTIONS COVERING
RETIREMENT PLANNING
Planning for life beyond work.
Retirement Modelling
Goal Setting
Income Planning
Tax-Effective Strategies
Self-Managed Super Funds
Optimising Contributions
Aged Pension
Aged Care
Smarter ways to keep it.
Financial Position
Fees & Cashflow Modelling
Aged Pension Entitlements
Income Review and Analysis
Means Testing
Tax Offsets
SUPER & PENSIONS
Using every opportunity available to you.
Retirement Income Streams
Super Modelling
Income Management
Defined Benefits
Optimising Contributions
Maximising Tax Effectiveness
ESTATE PLANNING
Right money in the right hands.
Living Wills
Asset Structuring
Power of Attorney
Nominated Beneficiaries
Wealth Transfer
Testamentary Trusts
Asset Protection
INVESTING
Putting your money to work.
Investing for Growth
Investing for Income
Managed Funds
ETFs
Wraps
Managed Portfolios
Listed & Unlisted Securities
Alternative Investments
Contact Info
Meeting By Appointment
at Our Offices in Marrickville
and North Strathfield or Online
Telephone: +61 2 9787 5555
E-mail: clientservice@dollargrowth.com.au
All mail to:
P.O. BOX 328 KINGSGROVE NSW 1480