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.
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