Managing retirement portfolios is one of our specialties at Precision Wealth Management.
In this blog, we discuss how we’ve helped one retired couple from Kallangur on Brisbane’s northside and why they moved from a large financial institution to our locally-owned and operated firm.
Managing Retirement Money
Recently we were approached by a married North Brisbane couple who wanted a privately-owned financial company to help manage their retirement income and investments.
The empty nesters previously had their retirement savings managed by an adviser that was licenced through a large financial institution, and when the adviser sold his business, the couple were passed on to another planner within the institution.
The husband and wife wanted a financial planner they could get to know and trust, rather than staying with a large financial institution who might shuffle them from adviser to adviser throughout their retirement.
Managing Retirement Income: How Our Brisbane Advisors Have Helped
This particular couple was already in a good financial position when we started working with them.
They were simply looking for someone to best manage their money and meet their income requirements throughout retirement.
- Initially, we did move their money out of the product they were invested in (the product of the licensee the previous adviser was licensed through).
- We were able to get their retirement savings invested at a much lower cost, which helps increase the performance of their retirement savings.
- The lower fees they are now paying has resulted in them achieving better performance on their investments.
Managing Retirement Income
While the couple’s lifestyle really hasn’t changed much since they enlisted the help of Precision Wealth Management, they now have peace of mind knowing their assets are being looked after in their best interest.
This is what the couple have said about their experience with our certified advisors so far:
“Glenn (owner PWM) looks after me – keeps in touch and keeps me well-informed. I would highly recommend his services.”
Managing Retirement Portfolio
Would you like to enlist a local Brisbane financial planner to help manage your retirement portfolio?
Give our friendly team a call today on 1300 200 012.
Precision Wealth Management is a local, privately-owned financial planning firm based on Brisbane’s northside.
Our certified advisors work with each individual client to determine the best wealth creation strategy based on their unique situation.
We strive to stay at the forefront of the industry, and our investment approach is based on decades of research.
Financial Planner Brisbane
Our services include Superannuation Advice And Planning, personal Insurance Advice, Budgeting And Cashflow Management, Investment Strategy And Advice, Aged Care Financial Advice, Retirement Planning Advice, and Debt Reduction Financial Planning.
At Precision Wealth Management, we offer flat fee pricing which is determined on the complexity of the work – not the value of your investments.