Glynis Shea has over 20 years' experience in the financial services industry and has earned many industry awards during this period for her approach to dealing with clients and helping them to achieve their financial goals.
Glynis is authorised to provide advice on a wide range of services, including investment planning, wealth accumulation advice, risk planning management, superannuation advice (including self-managed superannuation funds), retirement planning advice, estate planning, Centrelink advice, Aged Care strategies and tax efficient strategies.
Glynis is authorised to provide advice on a wide range of services, including investment planning, wealth accumulation advice, risk planning management, superannuation advice (including self-managed superannuation funds), retirement planning advice, estate planning, Centrelink advice, Aged Care strategies and tax efficient strategies.
Services
Investing can build enough wealth to provide financial security and a comfortable lifestyle but it can be complex and there are many options to choose from, so it is important that you get professional advice to help you develop a strategy that's appropriate to your needs. It's often said that you can't meet you goals without a plan and your finances are no different.
Super is a long-term investment to help provide the lifestyle you want when you retire. It's never too early to start building your wealth and planning for your dream lifestyle in retirement. Not all super funds are created equal. It's important that your super is flexible enough to give you control, so you can structure your investments to match your own financial situation.
It takes a lifetime to build up your retirement nest egg. However how much you save and how it's managed is important to help make sure you have enough income for a comfortable retirement. Having a super account that gives you options on how you want your retirement income paid out is important. Equally important is having an adviser to provide strategic advice, so you're making the most out of your retirement benefits.
In 2017, there were 3.8 million Australians aged 65 and over (comprising 15% of the total population) -increasing from 319,000 (5%) in 1927 and 1.3 million (9%) in 1977. The number and proportion of older Australians is expected to continue to grow. By 2057, it is projected there will be 8.8 million older people in Australia (22% of the population); by 2097, 12.8 million people (25%) will be aged 65 and over.
An effective estate plan aims to ensure that your assets are transferred tax-effectively to the right beneficiaries in a way that avoids any potential disputes.
At Accrue Financial Services, we help our clients understand the intricacies of an effective estate plan by taking into consideration their family circumstances, accumulated wealth and assets, and of course your wishes as to how and when you would like your estate to be transferred to your beneficiaries at the time of your passing.
At Accrue Financial Services, we help our clients understand the intricacies of an effective estate plan by taking into consideration their family circumstances, accumulated wealth and assets, and of course your wishes as to how and when you would like your estate to be transferred to your beneficiaries at the time of your passing.
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