Retirement Planning

Retirement Planning from FINANCIAL & INVESTOR MANAGEMENT

By: FINANCIAL & INVESTOR MANAGEMENT  06-Jun-2012
Keywords: Retirement Planning

Financial & Investor Management can help you enjoy your retirement years by identifying your income needs during retirement and assist you in making decisions about your retirement lifestyle. We can take the fear out of applying for Centrelink entitlements by assisting you in completing forms that are required by Centrelink.

Keywords: Retirement Planning

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Other products and services from FINANCIAL & INVESTOR MANAGEMENT

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06-Jun-2012

Wealth Protection

At FAIM, we are not in the business of "selling" insurance. Our philosophy regarding insurance is that you pay for what you get. The cost of insurance cover is based on probability; the lower the probability of a claim the lower the premium cost. We only deal with the leading insurers in the market and expertly manage the balance between cost and benefit.


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06-Jun-2012

Investment Advice

At Financial & Investor Management we believe there should be checks and balances to ensure that the investment portfolio recommended matches the client risk profile individually. There should be sufficient flexibility to be able to shift with market changes and investment attitudes. Realistically, markets fluctuate but also, your individual comfort levels fluctuate along with them. Future predictions are dangerous but there is one prediction that cannot be argued with. The markets will


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06-Jun-2012

Taxation Planning

In conjunction with your tax adviser, the team at Financial & Investor Management can work with you to ensure you are taking advantage of any available tax concessions and that your investments are structured in the most appropriate way.


Estate Planning from FINANCIAL & INVESTOR MANAGEMENT thumbnail
06-Jun-2012

Estate Planning

Who should have a will? In short, everyone! The most common cause of a will not being established is that it's put in the "too hard basket" and it's something that a lot of people just don't get around to. The result is that an individual dies intestate and the estate is effectively then distributed by the State Government. Satisfactory? Most people would not want the government meddling in their affairs so the answer is a resounding NO!


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Aged Care Specialists

At Financial & Investor Management we remove the uncertainty and can provide you with a clear path of what is the best course of action available and then assist you in every step of the way to achieve the best possible result for your loved one requiring placement in permanent residential aged care.


Finanacial Advice from FINANCIAL & INVESTOR MANAGEMENT thumbnail
06-Jun-2012

Finanacial Advice

Financial & Investor Management (FAIM) are authorised representatives of Apogee Financial Planning, with over 26 years experience. We offer a range of specialised advice and services to both existing and new clients.