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CASE STUDY: SOON TO RETIRE

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We have advised Marg and Steve for years. They have both worked in the family business for decades, and are coming up on that time where the lure of travel and spending at least less time at work are calling them to wind down their involvement. The business is in good hand with their children having also worked in the business for a long time, and they are now ready to assume the responsibility of continuing the business, not a third generation.

The things we have advised Marg and Steve on amazes even us. From transitioning into full ownership of the business years ago, to minimizing personal tax, to maximising superannuation contributions, to structuring investments within their super funds, to purchase of investment property, to establishing investment portfolios for grandchildren, to estate planning and wills. We are the first person they call when money is concerned, and that is exactly how we like it.

Our suspicion is that Marg and Steve will never fully retire, but having worked for years to put them in a position where they will have the choice is very rewarding.

WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

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GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

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FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

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IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

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WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!

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LEARN MORE ABOUT YOUR MONEY

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

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