65+ yrs old

Meet Judy Peters, Sydney, NSW

Ages 65+

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

What we can help you achieve

Tax - Effective tax reduction structure
Your risk profile – We find the best investment solutions to suit
Mortgage and debt elimination – pay your mortgage off faster!
Superannuation - Performance review of your current superannuation
Investments – Tailored Specific Managed Funds
Insurance - Finding the best insurance cover & protection
Helping you to achieve your life style & retirement objectives as quickly as possible.

Start planning now

A Centurion Financial Group financial adviser can help build you a financial plan that suits your financial and life goals.

Please Contact Us on 03 9562 2244
or Email Us by clicking here.

At a financial review meeting some years ago now, Scott was advising me about Life Insurance, Critical Illness, and Income Protection. At that time I was fit and healthy and told Scott that the least important area for me was Income Protection. My reasoning for this was that I was never off work. Scott told me that this may not always be the case in future. I took his advice, and 7 years later had to finish work well short of retirement age due to long term illness Due to Scott’s advice I had an Income Protection policy that pays me a yearly tax free amount up until I am 65. Thanks Scott - My wife says thanks also!

Jeremy Pell