First and foremost when it comes to planning for retirement, you want peace of mind. When you've put in the hard yard and it's now time to enjoy the rewards of your working years, you want to know that your financial situation is secure and strong.

At Personal Wealth Group we can assist you with creating the most appropriate income stream for your needs. We can also coordinate the process for you by dealing with Centrelink, liasing with your accountant and solicitor if and when required, in addition to implementing and maintaining the income streams. We can advise within the following areas:

Retirement Income Streams
(Allocated Pensions, Lifetime / Immediate Annuities, Term Pensions etc)
Regular Income Streams
Estate Planning
Social Security

Our Solutions

At various times in your life, changing circumstances will affect your financial situation. At such times, appropriate advice is important, such as at the following times:

  • Approaching retirement
  • Staring a Business
  • Making a Career Move
  • Going from 2 Incomes to 1
  • Having a child
  • Wanting to buy your first home
  • About to enter the workforce
  • Recipient of an inheritance or a windfall
  • Separation or divorce
C J D'Cruz Pty Ltd trading as Personal Wealth Group
is an Authorised Representative of AMP Financial Planning Pty Limited
ABN 89 051 208 327 AFS Licence No. 232706