Welcome to SONE INVESTMENT PTY LTD

NEARLY THERE (Pre-retirees 50s & 60s)

The Next Chapter of Your Life

As you look back on your achievements and plan for the future, your focus may be on growing your savings or assets, preserving an inheritance for your children, or providing financial support to aging parents. You may also need to adjust your financial strategy to accommodate changing work situations.

At this critical stage of life, having a clear understanding of your finances, including your superannuation, is crucial. Retirement planning is most effective when your wealth is still increasing. Make sure your retirement plan aligns with your personal goals and aspirations.

Important Financial Considerations for This Stage of Life:

  • Minimizing Tax Liability: Implementing strategies to lower your taxes and keep more of your income.
  • Retirement Planning: Creating a thorough plan to guarantee a financially stable retirement.
  • Estate Planning: Organizing the transfer of your assets after your passing to safeguard your family's future.
  • Gifting to Children: Thoughtfully distributing funds to support your children's financial security and goals.

Let Us Assist You

  • Expand Your Financial Portfolio

  • Secure Your Loved Ones' Future

  • Boost Your Retirement Savings

  • Handle Debts Efficiently

  • Develop a Comprehensive Retirement Strategy

  • Minimise Your Tax Obligations

Our Services

Our services are designed to help you achieve financial freedom and peace of mind.

Contact Us Today
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