At HJC, our financial advisers and tax accountants in Geelong specialise in transforming financial challenges into opportunities for growth and security. Join us as we delve into a recent client update where our team provided invaluable guidance to a retired couple, navigating complexities in their financial journey. Discover how strategic insights and tailored solutions can illuminate pathways towards lasting financial well-being, setting the stage for a secure and prosperous future.
Retirement Planning Success Story With HJC Financial Advisors In Geelong
We recently helped a couple aged 68 and 66 with around $800,000 in superannuation combined. They retired around 4 years ago and are enjoying Geelong retirement.
Following the passing of a family member, they received an inheritance of around $300,000.
Unsure of how to invest the inheritance, whether tax would be payable, how it would alter Centrelink entitlements, and what the additional money would mean for their monthly income, they contacted our retirement financial advisor.
In our consultations, we explored their aspirations for the funds. It became clear that a holiday would be a wonderful choice and help minimise tax liabilities on investment returns. Our aim was to strike a balance between maximising investment returns, managing volatility, and boosting their monthly income during this process.
All this was achieved with the guidance of seasoned financial advisors in Geelong who specialise in tax planning.
By ensuring a personalised approach to their financial landscape, we guided them toward a path of increased monthly income and efficient financial management, leveraging our expertise in tax planning, accounting and financial planning. This tailored solution enabled them to invest in a tax-efficient environment, providing clarity and security for their financial future, all within the realms of our financial planning firm.
Your Journey To Financial Freedom Begins Here
If you’re facing similar financial dilemmas or uncertainties in your journey, know that HJC Accountants & Financial Advisers are here to support you. Work together with our tax planners to illuminate your path towards financial security and unlock a future where your aspirations can thrive. Dream big, hope boldly—for within the world of financial clarity lies empowerment and unwavering guidance.
Navigating Tax Complexity & Managing ATO Challenges
Navigating Australia’s tax landscape can be complex. Stay informed and empowered with proficient support from HJC. Learn how to handle tax returns in Geelong, manage ATO debts, and ensure compliance effectively. Our team of tax agents in Geelong is committed to safeguarding your financial well-being by providing clear and confident guidance on tax regulations and compliance.
