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Articles retirement planning

 

Retirement

7 questions to ask yourself about retirement

Thinking about retiring? Here are 7 questions you should ask yourself if you are thinking about retirement.

 
 

Retirement

Are you prepared for Aged Care?

No-one likes to talk about getting old, but when you or a family member needs help, there’s no getting around it. Many of our clients want to know what choices they have in their older years – and it is crucial to get prepared and have these difficult discussions now in preparation for potential changes in aged care.

 
 

Financial Advice | Wealth Creation

Spotlight on Greg Luscombe – Authorised Rep

All of OzPlan’s Authorised Representatives are experienced Financial Planners. Each Rep, however, also has a specialisation that they are particularly passionate about.  Today we are going to find out what makes Greg Luscombe tick …

 
 

Financial Advice | Wealth Creation

Spotlight on Myles Martin – Authorised Rep

All of our OzPlan Financial Services Authorised Representatives are experienced Financial Planners. Each also has a specialisation that they are particularly passionate about. Today we are going to find out what makes Myles Martin tick …

 
 

Financial Advice | Wealth Creation

Spotlight on Vince Gagliardi – Authorised Rep

All of our Authorised Representatives are experienced Financial Planners.  Each however, also has a specialisation that they are particularly passionate about.  Today we are going to find out what makes Vince Gagliardi tick …

 
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