ENJOY THE CERTAINTY
Total financial independence & an enduring lifestyle
we specialise in
types of clients
PRE-RETIREES
We help those who are ready for life after work.
Our clients have been able to achieve a certain level of wealth and are ready to make big moves into a world where income has nothing to do with work.
We'll show you how to make it happen sooner without making it unnecessarily complex or risky.
Book a Chat
Our clients have been able to achieve a certain level of wealth and are ready to make big moves into a world where income has nothing to do with work.
We'll show you how to make it happen sooner without making it unnecessarily complex or risky.
RETIRED
We also help those who want to do it better.
We work with those who've made the decision already but may have lost confidence in their current plan, feel like they could do things better, want fresh eyes on their situation and a more steady hand on the wheel, or want more of an active relationship.
It's never too late to find a way to do it better.
Book a Chat
We work with those who've made the decision already but may have lost confidence in their current plan, feel like they could do things better, want fresh eyes on their situation and a more steady hand on the wheel, or want more of an active relationship.
It's never too late to find a way to do it better.
OUR METHODOloGY IS ABOUT PROVIDING THREE KEY ELEMENTS TO HELP YOU ACHIEVE SUCCESS SOONER AND MORE EASILY
plan
The path to creating a full and rewarding retirement begins by analysing the gap between what you want and what you’re doing, before laying out all the options and building a Next Chapter Roadmap and what needs to happen.
EXECUTE
A plan is good but putting a plan into action is better. Our job is to make it happen for you and make it easier to get things in place, take care of the detail and make sure it all gets project managed to completion, whilst you retain oversight.
PARTNER
The path to retirement and the life beyond is as much about managing, pre-empting and adapting to the inevitable changes that can and will occur. Whether changes to legislation, superannuation or tax rules or even what you want, we make sure you stay on track.
RETIREMENT PLANNING
Planning for life beyond work
Analysing your current financial strategy
Reviewing current progress
Assessing tax position
Solving specific financial issues
Goal Setting
Retirement modelling
SUPER & PENSIONS
Work toward the future of your choice
Review of current super/ pension funds
Reviewing current investment strategy
Selection of optimal fund and investment choice
Simplifying superannuation
Optimising contributions
Minimising fund costs
Income stream review and creation
Managing access and withdrawals
Nominated beneficiaries
PORTFOLIO SELECTION
Making your entitlements easier
Investment structuring
Investment risk profiling
Asset allocation tailoring
Investing for growth
Investing for income
Managing portfolio cashflow
CENTRELINK DVA
Making your entitlements easier
Benefit eligibility
Maximising benefits
Incorporating payments with other assets/income streams
Ongoing assistance
INVESTING
Putting your money to work
Choosing the right structure
Considering tax
Regular investment plans
Investing inside superannuation
Managed investments
Life insurance investment including annuities
Behavioural coaching
ESTATE PLANNING
Structuring right for future wealth
General estate planning advice
Asset structuring
Nominated beneficiary considerations
Intergenerational wealth transfer
Partnering with legal professionals for legal docs i.e. wills
contact info
Suite 2, 25 Walters Drive,
Osborne Park, WA 6017
Ph: 1300 316 548
contact@chaptersretire.com.au
Chapters Retirement Partners
ABN: 31 159 923 529