The personal assessment work sheet is a tool to help us understand our current position in relation to the retirement goal. The completion of this questionnaire prompts our clients to seek more information on what can be done.
FAQs
Q: How can I maximise returns from current resources?
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Q: What purchasing power will my superannuation have when I retire?
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Q: What are the implications of taxation decision I make today?
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Q: What other investment opportunities are there apart from shares and properties?
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Q: Who understands these options and can provide me with advice?
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