Brillo Wealth Management Pty Ltd ABN 98 168 481 016 Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749

Australian Financial Services Licensee.Registered office at 105 –153 Miller St North Sydney NSW 2060.

We are living longer and more actively — how you make your savings last and maintain your standard of living presents a financial planning challenge.

We passionately believe that everyone should have a Financial Plan that is regularly monitored and reviewed to help fund their retirement needs.

There are generally 3 main streams of income in retirement;

  • Centrelink Age Pension

  • Superannuation/Pension

  • Personal Provision (investment properties, share portfolios & cash)

Our role is to assist you to build and understand how your financial resources will provide for you after you've received your last pay cheque;

  • Develop a Financial Roadmap that takes advantages of the generous tax concessions available in retirement

  • We will help structure your investments to provide a tax effective and rising income stream

  • Provide financial projections regarding the longevity of your money and sustainable spending rates

  • Assist in understanding your entitlements with Centrelink

  • Discuss your Estate Planning needs to ensure a tax efficient transfer of your wealth to your family