Issued June 8, 2023
A certified financial planner recognized the need for a specialized retirement planning service for residents of City Beach, Western Australia. Floreat’s offices are conveniently located, making us the closest full-service financial planner practice to City Beach residents.
Their aim is to provide guidance and customized retirement planning advice for both individuals and families.
For more information on this advisory service, please visit:
The Retirement by Design program is meticulously crafted to meet the unique needs of pre-retirement clients aged 45+ who want financial security for the future. This includes retirement investment planning strategies and advice in areas such as superannuation, managed investments, debt and cash flow management.
Our investments are professionally overseen by world-class investment managers.
By leveraging the expertise and insight of these professionals, we are able to allocate funds in a way that optimizes growth potential while carefully managing risk. This approach allows customers to take advantage of market opportunities while protecting their retirement savings.
This service was created specifically to address the common challenges individuals face in saving for retirement. For example, certified financial planners understand that early in life, many financial obligations often make it difficult to allocate sufficient funds for retirement. However, as individuals approach pre-retirement age, these obligations typically diminish and smart investments should be maximized.
To determine your retirement needs, our Approved Financial Planners employ a proven four-step process that considers your income, expenses, desired retirement lifestyle, and risk tolerance. By analyzing these key factors, financial advisors create a customized retirement investment strategy that is aligned with the client’s unique financial goals.
With over 40 years of experience in providing comprehensive financial solutions, Approved Financial Planners has the expertise to develop a customized retirement strategy for every client requirement. As part of this City Beach service announcement, he is offering a free 30-minute consultation to determine the best course of action for anyone looking to take action and build their ideal retirement lifestyle. To do.
Daniel Stevens, Managing Director of Approved Financial Planners, emphasizes the importance of starting the retirement planning process as early as possible to maximize potential retirement outcomes.
To learn more about the Retirement by Design program, please visit https://www.approvedfp.com.au/.
Approved Financial Planners Pty Ltd
7/437 Cambridge Street