Services

Retirement Planning Advice

People looking at retirement in the next 10 years, it’s time to get an understanding of what you want out of retirement and if it is possible to financially retire. How do you make the most of now to ensure tomorrow is comfortable?

Superannuation Advice

 All too often people walk in the door of their first employer or subsequent employers and ‘take what’s on offer’ for a superannuation account, we want to make sure people understand that this will grow to likely be your largest or second largest asset in retirement. Reviewing your superannuation for excessive fees, dubious investments and taking control of your future is important.

Retirement Advice

You have worked hard and now its time to enjoy all that hard work in retirement. If its overseas travel or around Australia, visiting the grandchildren or spending more time with family. Your greatest concern will be can I afford this and for how long. The Government Aged Pension is there but it isn’t a lifestyle for most people, we help plan retirement, income and take the financial stress out of all these decisions.

Investment Advice

If you have a lump sum of savings or inheritance, have spare cashflow from paying one of your loans back or have achieved an increase in pay. This is a great time to look at getting further growth in the money. This could be advantageous for your tax and growing the money to achieve future goals like buying a home or that block of land and building, getting that lifestyle asset like a Car, Boat, or Caravan or have that plan B money you’ve always wanted to have to give you a safer financial feeling. Getting Investment advice is the best way to ensure that your starting to ‘Get Ahead’.

Debt Management Advice

You have worked hard and now its time to enjoy all that hard work in retirement. If its overseas travel or around Australia, visiting the grandchildren or spending more time with family. Your greatest concern will be can I afford this and for how long. The Government Aged Pension is there but it isn’t a lifestyle for most people, we help plan retirement, income and take the financial stress out of all these decisions.

Life Protection Advice

Understanding that ‘death and taxes’ are the only certainties in life, it’s important for people of all ages to have a plan for death. Covering the most important things to you is always a focus on the plan. Making sure you’re not leaving anyone else with your expenses, covering funeral expenses and not leaving the debt are all important considerations. In addition, dependents need consideration to ensure that without you they have the same opportunities they would have had with you around.

Contact Us

1300 20 90 14

PO Box 7021, Point cook, Vic 3030

Licence Details

Geoffrey Sypott is an Authorised Representative (10003522) of MFG Advice Pty Ltd (AFSL 499010).
 Blue Chip Private Wealth Pty Ltd is a Corporate Authorised Representative (1266021) of MFG Advice Pty Ltd (AFSL 499010).

General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment with the appropriate professional to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.

© Blue Chip Private Wealth 2018

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