INVESTMENT MANAGEMENT AND ADVICE
At AAS our specialist advisers provide a broad range of comprehensive services, including investment opportunities, factual information on insurance and superannuation, and recommend high quality strategies based upon your situation and goals.
Throughout our various life stages we all have different priorities, responsibilities and financial goals. It is therefore essential you receive the most appropriate financial advice and strategies based on these factors, in your retirement.
We are not owned or controlled by any major financial institution, which means we are able to provide unbiased advice on wealth accumulation and management, asset and lifestyle protection, retirement planning strategies.
Our Investment Management and Advice in retirement aims to meet your needs and goals, and we appreciate no two retirees are the same. Therefore we consider a range of factors when constructing your retirement investment strategy and plan:
- Need for capital preservation;
- Projection of returns for each investment;
- Taxation situation and strategies;
- Draw down requirements on capital;
- Income requirements.