Whether you are almost ready to sail off into retirement, or it feels like a long way away, now is the time to review your affairs and make sure that you cash in on all those years of hard work.

Stonegate can help you make an informed decision about how long you should work, and plan your transition to retirement. Our specialist advisors use a comprehensive process to map out where you are right now, what you might need in the future, and what you need to do to reach your goals. To do this we collect information about your current financial situation, set goals and develop strategies with you to achieve those goals.

Stonegate can help you to:

  • reduce the tax on the sale of your personal and business assets
  • turn your super into a tax effective income stream for your retirement
  • ensure you make the right investment choices for your new life stage
  • use tax effective measures to pass your assets to your dependents.