Adelaide One Stop Shop for transition to retirement

Discussion in 'Financial Planning' started by TheStiller, 11th Nov, 2018.

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  1. TheStiller

    TheStiller Member

    Joined:
    26th Oct, 2018
    Posts:
    5
    Location:
    Sydney
    G’day pros,

    Are there any recommendations for a point of contact in Adelaide that can provide a team for tax, accounting, super, investment/retirement planning for someone in their 60s in adelaide, this person has an IP, cash and shares and is still working. This person is looking to purchase a PPOR for the future, has good employment for probably another 10 years and needs solid advice for the transition ahead.

    Thanks.
     
    TheStiller, 11th Nov, 2018
    #1