Our Areas of Advice
We will work closely with you to make sure your needs are being observed and taken care of depending on your tolerance to the investment time frame, tax positions, risk performance and preference to certain investments.
Strategies of accumulation, salary sacrifice, estate planning, and effective contribution.
Income Stream Strategies
Pre retirement and post retirement.
Consolidation of Superannuation
Streamline into a tailored plan.
We can also assist business clients with solutions for implementing and reviewing their superannuation requirements to help them prepare for retirement age.
Citycover can also provide post retirement advice and monitoring for clients wishing to move their superannuation investments into other income streams – e.g. Allocated Pensions.
Superannuation legislation has become more complex, but tax advantages still remain. We can help you!
Frequently Asked Questions for Retirement Planning.
How long will my savings last?
It may sound frightening. Fact is, we are all living longer. The sooner you plan for the future the more likely you will be in achieving a comfortable lifestyle. Make sure you are retirement ready.
What can an Adviser help you with?
A financial adviser can help you choose the level of cover that best suits you and review any of your existing insurance policies.
When is the right time to start planning?
It’s too late when your retired. The early you start planning, the better your retirement income and lifestyle.
Need to Claim?
The knowledge and experience of Citycover’s amazing team is widely recognised. We are extremely passionate insurance professionals, who love what we do.
Senior Insurance Adviser
Claims Services Manager