We help retirees manage their funds and assets to ensure they continue to generate income so they can enjoy their retirement and live the life they deserve.
We understand that transitioning from employment to retirement can be overwhelming and by creating a relationship built on trust, respect and honesty we help our clients adjust to the changes in their financial circumstances through careful planning.
Services we offer include:
• Estate Planning
• Superannuation (including allocated pension and self-managed superannuation funds)
• Centrelink advice
• Retirement budget planning
• Asset allocation
• Strategic investment
Middleton Financial Planners offers a complimentary consultation for your first visit – please call us on 02 4232 4402 to arrange an appointment.
We offer at-home and after-hours visits if you are unable to attend our offices in Kiama and Nowra.
Retirement Planning Tools
Are you ready for retirement?
Find out in just 10 minutes using our Retirement Planning Financial Health Checklist.