Whether you have a specific need such as navigating superannuation rules, planning for retirement, downsizing your family home, or you’re considering how to develop and implement a tailored retirement or wealth creation plan, we can help.
When it comes to financial planning our focus is to work with you to achieve your lifestyle and financial goals by helping you plan and take action to create, manage and protect your wealth.
Whether it’s through the assessment of fund managers or establishing a tailored investment plan, we can assist you regardless of what stage you are at in life.
Our advice on retirement planning will assist you to understand your retirement picture.
We’ll advise on tax matters relating to your financial plan and work alongside your tax accountant.
We can discuss the different elements to building a suitable estate plan for you, and work with your Estate Planning professional to ensure the implementation and ongoing review of this.
Recipients of new wealth have many financial issues to consider. We can help you navigate strict tax and inheritance laws and create a financial plan that makes the most of your inheritance.
We can help you find the best structure for your particular circumstances. We will work with you to select the right products and levels of cover to protect your income stream when you are unable to earn an income due to illness or injury, or to provide for your family in case of death or disability; while maximising cost savings in the process.
With literally thousands of investment options to choose from, navigating the minefield of fees vs. performance and risk vs. reward is fraught with danger. However, as we’re not aligned with any financial institution, our recommendations are about you and your goals, not limited to the choices set by a corporate or institutional master.
We can assist you with Centrelink calculations and strategic planning advice. Centrelink may be able to assist you with your income in retirement. Boosting your income with the Age Pension or other Government benefits can be a great way to navigate retirement and make your superannuation last longer.
Rigby & Rigby Pty Ltd. Copyright © 2024.
Suite 43/11 Preston Street, Como WA 6152
PO Box 77, Como WA 6152
0423 566 061 | office@rigbyandrigby.com.au
Mark Rigby (AR Number 283134) and Rigby & Rigby Pty Ltd (CAR Number 386457) are authorised representatives of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL 340289.
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