Financial Goals

• Review Allocated Pension for cheaper fees
• Review allocated pension for better investment
• Review government aged pension allowance
• Continue to travel between Brisbane and Sydney

Judy has been retired for 4 years after selling a successful retail shop.

She has a maturing investment bond of $135,000 and also has $35,000 in her savings account as well as holding a range of other assets.

She has an allocated pension which she draws $2000 per month from as income and also receives a government part pension.

What Centurion Financial Group did to help Judy achieve her goals:

• Review Allocated Pension and saved client $1600 Per Annum in fees
• Re-structured investment portfolio to a more conservative approach which better suited the clients risk tolerance to investment risk.
• She wanted to have $5,000 in the bank for a little security for expenses and we invested the other $25,000 in a term deposit. This money is also easily accessible if need be.
• Judy’s government aged pension payments increased by $18.50 per fortnight.

Read these real life case studies:

+ Peter Hendricks & Anna Woodford
+ Christopher & Tania Banks
+ Stephen & Nicole Collingwood
+ David House