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The Count Report Spring 2017 Edition

Springtime traditionally marks the start of auction season with homeowners cleaning up their properties and listing for settlement before Christmas. So if you’re in the market to buy, what should you be looking for? In this edition, we discuss buying your dream home at any stage of life.

If you’re considering retirement soon, what is the best way to ease into your retirement years? Could a transition-to-retirement (TTR) strategy be the answer? We look at how a TTR strategy works, the benefits and what has recently changed with new rules that came into effect 1 July 2017.

Senior financial services executive Nicolette Rubinsztein is also featured in this edition, who has built a successful career while working part-time and caring for three young daughters. She shared with us her seven strategies to “find your flex” and how to manage work-life balance.

We hope you enjoy reading this edition of The Count Report and look forward to helping you reach your financial and lifestyle goals in the future.

Click here to access the full copy of The Count Report.

If you would like to talk about purchasing a property or retirement, please do not hesitate to contact us on (08) 9301 2200.

written by:

Aaron has over twenty years of experience in the financial services industry working with large companies and small businesses across all aspects of financial planning. He has broad experience across superannuation (including self-managed superannuation), investments, estate planning and personal insurance, retirement planning and business succession planning.
Aaron is passionate about the value of professional, client-focused advice and enjoys working closely with clients to help them make smart decisions with their money, as well as aiding them to clarify and achieve their financial aspirations.

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