Tag Archives: ongoing review

Transition to Retirement Pension – will they remain relevant?

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Our July blog on Uncertain Times for Super struck a chord with readers who are definitely interested in being kept up-to-date with the changes to superannuation announced in the Federal budget on 3 May.

One particular area of interest has been how the changes will affect Transition to Retirement (TTR) superannuation pensions. Continue reading Transition to Retirement Pension – will they remain relevant?

Smart people make smart decisions

Robert_portrait110218_loresMany people ask me what I enjoy about being a financial adviser and my answer is simple: “I get to help smart people make smart decisions about securing their financial future.”

Our clients at Falconer Advisers are successful and highly motivated, be they business owners, executives, employees or those transitioning into or enjoying their retirement.

They want to do all they can to achieve their financial goals and they see the value of working with experts whose sole focus is their gain.

Sometimes they might not have specific goals in mind but are experienced enough to know they could and should be doing more to maximise their financial position and safeguard their financial future.

As advisers, it is our role to continually add value to the lives of our clients, and this process starts the first time we meet.

Continue reading Smart people make smart decisions