JohnHopkins

Many Retirees wonder about these and other issues once they have retired.

We assist our clients in answering these queries, transitioning to retirement and achieving their goals. Let us help you too.

How long will my super last?

How do I maximise all the superannuation benefits?

Will I get a pension?

Can I afford to help my children and grandchildren?

How do I best structure my will?

Should I downsize my house?

How do I protect my investments?

Should I invest in cash, shares or property?

How do I maximise my social security benefits?

Do I qualify for a health care card?

Retirees

Who is a Retiree?

You’ve finally made it. Setting the alarm to get up for work is now a thing of the past. The kids have left home (at last!) – although that doesn’t mean you wouldn’t like them and the grandchildren to visit more often. And you now have time to pursue your hobbies and passions – like lower your golf handicap or visit the far reaches of the world.

The fact is, your only worry is how to fit everything into your day, as you seem busier now than when you were working.

This, of course, is the ideal position we want our clients to be in: no longer having to worry about whether or not they have enough money. Or where will it come from. Or if their investments are safe. Or whether they’ll be in a position to look after their family should anything go wrong.

What is your Financial Strategy?

You’ve worked hard all your life. Now you should be able to sit back and relax, and lead the life you want, the life you’ve always desired.

For John Hopkins Group clients their unique long term Financial Strategy has finally paid off. But what about you? This is the time to enjoy being Financially Well and Financially Independent.

The only caveat being that you must be comfortable knowing your wealth is invested appropriately and that it is in the care of real professionals.

What does the John Hopkins Group do?

For thirty years the John Hopkins Group has assisted and advised people like yourself. Indeed, many of our advisers will understand your present situation, possibly being of the same generation. Wealth preservation is as important as wealth creation. We know that at your age there is no opportunity to make up for mistakes.

It would be hard, if not impossible, for you to go back to work to re-build your nest egg, nor would you want to. So we make sure you never end up in that position.

You want a team that’s going to be with you through this part of your journey, that understands both your and your family’s situation. You don’t want to have to re-explain your position to a new adviser on a regular basis.

Your team will consult with you to regularly and appropriately review your situation, make sure your wealth is invested prudently, and that you are taking advantage of all the opportunities the Government makes available to you. The laws change on such a regular basis, you want to make sure that, after paying taxes for around 50 years, you’re now receiving all of the benefits you’re entitled to.

Everything will be explained in straightforward language, without resorting to financial jargon. As you know already, the John Hopkins Group places great emphasis on education. However, we never lecture. Rather, we discuss the options available, spend time building your knowledge base, and explain how everything works so that you can confidently make decisions yourself.

How can you help your family?

You want to make sure the family is looked after when you’re not able to take care of things. You want a team of professionals that not only looks after your Financial Well Being, but is also able to offer that same high level of advice to your children, grandchildren, even great-grandchildren.

We’re in a unique position to help both your children and your children’s children, and explain to them what you already know: that the kind of life they’d like to live tomorrow totally depends on the financial decisions they make today.

We will carefully work with you (or your children) on a no-obligation, fee-free basis to start. Then together we can build a relationship and create your long term Financial Strategy. Please also look at our Starters section of this website, as we could likely assist your loved ones too.

You might also like to call us now on 1300 726 082 or click here and make an appointment to catch up with your own adviser.