Planning for retirement can be daunting. Superannuation rules are often complex and Centrelink eligibility can be confusing. And then of course there is finding an investment strategy for your money that will serve your well in the years ahead. Most clients have lots of questions; do I have enough to retire, can I contribute more to super, what’s the best way to draw an income in retirement, can I get more Age pension, how should I invest my money, what happens to my super if I die?
Retirement should be an exciting and enjoyable experience and financial advice can help this to be the case. A financial plan will provide you with a road map to maximise your potential opportunities and give you a better understanding of how you are positioned to meet your retirement needs long term. I have been assisting clients with their planning for many years and am passionate about explaining information in clear and simple terms, helping clients make informed decisions and achieve better retirement outcomes. I see the value of advice as not just in delivering tangible benefits but also helping clients to feel confident and about their financial future.
Duncan Collie is an Authorised Representative of Industry Fund Services (IFS) and provides advice under the IFS Australian Financial Services License (AFSL). Full details are provided in the Financial Services Guide.
Fee for service model, no ongoing advice fees. Review fee at reduced rate if and when further advice is requested by the client
Duncan's professionalism and easy going nature took all the stress out of transitioning to retirement. His knowledge and attention to detail are second to none and we cannot thank him enough for all his help.
Duncan is knowledgeable and his communication skills are excellent having the ability to explain complex super and retirement outcomes in an easy and relaxed manner.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
AustralianSuper Pty LtdLevel 9, 66 St Georges Terrace
Perth, WA 6000
- 9:00am – 5:00pm Monday – Sunday
Industry Fund Services Ltd