OUR CLIENTS

Retirees

Get the peace of mind you deserve.

Retirement advice

You are happily retired and enjoying the things in life you never had time for. Now that you are spending more time with your family your concerns turn back on how to help the next generation. Transferring wealth from one person seems simple enough until you try to do it. Make sure you are aware of all the legislation and tax on passing money onto those you care about. 

You might also have a niggling voice in the back of your head questioning if the next big crash is really going to effect you. If your concerns have gone from do I have enough for retirement? To will my money continue to last? Then we can help you gain more peace of mind. 

The areas we help our retired clients with are below:

Have QUESTIONS?

If you have any questions and want peace of mind, get in touch with us today.

OUR PROCESS

This is How We Work

Before we give you any advice, we prefer to look at your overall situation with a wider lens. This ensures our recommendations are in your best interest and allows us to focus on what is important to you.

Below is a quick review of what it’s like to work with Luck Financial Group.

Complimentary Consultation

First we have a chat over the phone or coffee (practising safe social distancing of course) to understand what your objectives are and what is important to you. By the end of our initial consultation you will have a clear understanding of how we can assist you in achieving your goals and the cost of advice required.

Analysis & Research

After our initial consultation we complete a thorough analysis of your situation. In addition to reviewing your current position, we also collaborate with your existing product providers and professionals such as mortgage brokers or accountants. This enables us to provide personalised and holistic advice.

Strategy Development

After analysing your circumstances and our research, we develop a strategy to make your money work for you. Identifying opportunities and creating this game plan is one of our favourite steps in this journey. We often give our clients a call or email a summary of what is being achieved in this step to keep you up to date. It also assists in making some final decisions that only you are able to make.

Recommendations for You

Once your strategies are ready we will organise another meeting to go through everything. This is when all the dots are connected. This meeting usually takes an hour given we go through all of the things that are important to you and exactly how our recommendations can benefit you.

It's Go Time

After we review your strategy, we put it all into action so you’re headed in the right direction to achieving your goals.

Review and Recalibrate

Every game plan and strategy needs a review once a year (at minimum) to ensure it is still effective. This review is also an opportunity to review your goals and recalibrate our recommendations. One of the benefits of receiving ongoing advice from us is that you don’t have to wait until your review to ask questions. You can call us anytime and we often check in with our clients to see how they’re doing and to update them on relevant news.

Complimentary Consultation

First we have a chat over the phone or coffee (practising safe social distancing of course) to understand what your objectives are and what is important to you. By the end of our initial consultation you will have a clear understanding of how we can assist you in achieving your goals and the cost of advice required.

Analysis and Research

After our initial consultation we complete a thorough analysis of your situation. In addition to reviewing your current position, we also collaborate with your existing product providers and professionals such as mortgage brokers or accountants. This enables us to provide personalised and holistic advice.

Strategy Development

After analysing your circumstances and our research, we develop a strategy to make your money work for you. Identifying opportunities and creating this game plan is one of our favourite steps in this journey. We often give our clients a call or email a summary of what is being achieved in this step to keep you up to date. It also assists in making some final decisions that only you are able to make.

Recommendations for You

Once your strategies are ready we will organise another meeting to go through everything. This is when all the dots are connected. This meeting usually takes an hour given we go through all of the things that are important to you and exactly how our recommendations can benefit you.

It's Go Time

After we review your strategy, we put it all into action so you’re headed in the right direction to achieving your goals.

Review and Recalibrate

Every game plan and strategy needs a review once a year (at minimum) to ensure it is still effective. This review is also an opportunity to review your goals and recalibrate our recommendations. One of the benefits of receiving ongoing advice from us is that you don’t have to wait until your review to ask questions. You can call us anytime and we often check in with our clients to see how they’re doing and to update them on relevant news.