FINANCIAL LEGACY & RETIREMENT

Planning for and kicking off retirement sees our clients enjoy the fruits of their labour and our financial plans coming to fruition. In the preparation stages our expert team of financial advisers calculate how much money you need to live out your ideal lifestyle without relying on a paycheck.

Clients that work with us in this stage of life are also often focused around leaving a financial legacy to their loved ones. Our advisers help you define what this stage of life looks like for you, so you can be certain around your wealth longevity and most importantly, your lifestyle. This looks a little bit different for everyone.

Our financial planning services for financial legacy and retirement include:

Cash flow and debt management/strategies
Wealth accumulation via investments and/or maximising superannuation balances
Tax planning and minimization
Retirement planning including maximization of ultimate position and longevity of funds
Estate planning including inter-generational wealth, tax considerations and legacy wishes
Multi-entity advice for more complex situations including companies, trusts and SMSFs

We started working with Kaine from Diamond Partners in 2020 to get our family finances in place ready for retirement. The information and advice was clear and there was no sales pitch at all. I totally trust my future in the hands of this friendly and helpful team of people. I would highly recommend their services to any age, who want to get their future to align with their plans.

As someone who is nearing retirement, I needed a good plan for my financial future. Bridget has been able to set out comprehensive and manageable goals for me with her wealth of knowledge and expertise in her chosen field in a most professional and caring manner. I would happily recommend this business to my friends and colleagues.

From our first interview we both knew that Bridget of DIamond Partners had our best interests at heart. What has impressed us the most is that Bridget has always taken the time to clearly explain our options and give sound advice in an easy-to-understand manner, while giving full consideration to our financial circumstances. Along with her business team, Bridget continues to make us feel valued and we feel confident that her advice is keeping us on track to reach financial security!

The professional team of Bridget and her colleagues at Diamond Partners have guided us in attaining financial security by facilitating and championing our goals with solid knowledge, expertise, transparent communication, and constant due diligence in overseeing our finances. We are very appreciative of the direction we have been taken, and as content as can be in the service given.

We love the personal service we receive with Diamond Partners, always quick to respond and thorough with our annual reviews. They show genuine interest in what we do and we appreciate it, thank you Diamond Partners!

DIAMOND PARTNERS WEALTH MANAGEMENT PTY LTD (ABN 52 604 866 711 | CAR 1233086) IS AN AUTHORISED REPRESENTATIVE OF DPWM FINANCIAL ADVICE PTY LTD (ABN 89 660 952 956) AFSL 544155

FINANCIAL LEGACY & RETIREMENT

Our financial planning services for financial legacy and retirement include:

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