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Getting ready to retire or retiring

  • Investing: shares, listed property trusts, bonds, trusts, managed funds
  • Planning for retirement
  • Making the most of your super
  • Cashing in on your super
  • Allocated pension
  • Maximising government entitlements

Starting out & settling down

  • Buying your first car
  • Budgeting and saving
  • Saving a home deposit
  • Taking out a mortgage
  • Buying your first home
  • Insurance: life, trauma, income
  • Saving for your children's education
  • Salary packaging
  • Starting a business
  • Investment loans and negative gearing

No matter what stage of life you're at, financial planning isn't a luxury but a necessity.When you're planning your financial future you need the relevant and sound advice available.

Our qualified team is kept up-to-date with the latest developments and opportunities. So, as your needs change, you'll get the latest investment strategies and opportunities available.

Lets Make Money is committed to providing the highest level of personalised service to all our clients during all the stages of life.

Our expertise means we can also offer ongoing advice with wealth creation and accumulation, retirement, redundancy, financial difficulties and coping with the financial aspect of marital breakdowns.

For more information, please see our Financial Services Guide.

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Updates

End of financial year

With the end of Financial Year approaching, you may have question that you'd want to ask us.