Retirees

Strategies for Social Security payments and other Government benefits.

We specialise in taking out the complexities of having to deal with financial decisions and make it understandable in your language. With the proliferation of investment options combined with never ending changes to tax and social security regulations many retirees have relied on the specialists at Verve to help guide them through the financial maze.

You can rely on a trusted and experienced expert who will spend the time to understand your individual circumstances and make you feel secure in your every step. You can retire and live the way you want.

Our advice for Retirees includes:

Personal retirement planning

• Accessing retirement benefits in a tax effective manner
• Providing a structured plan which can be measured against goals in retirement.
• Strategies for Social Security payments and other Government benefits
• Minimising risk for your retirement future
• Sensible planning to keep pace with future cost of living increases.

Asset ownership and protection plans

• We have legal experts to structure asset ownership in a tax and cost effective manner.

Individual Investment planning

• Tailored investment planning to ensure the best steps are taken now and in the future

Senior lifestyle strategy and planning

• Aged-care funding