retirement

Financial & Retirement

Our Melbourne Accountants are committed to empowering our clients to achieve their dreams of financial freedom and security.
Whether you are keen on maintaining a certain level of lifestyle after retirement or building a portfolio of property investments to ensure the future wealth and security of your family, Nobel Thomas will work towards achieving these goals.
We have a team of highly seasoned and proficient business accountants available to give you strategic advice tailored to your unique circumstance and aspiration.

Wealth Creation

Most people understand the concept of ROI or return on investment. However, not all appreciate the risks involved to acquire these returns. By helping you manage your investments, Nobel Thomas can help significantly reduce risks and yield better returns.

  • Developing a financial strategy
  • Planning your investments
  • Planning your retirement
  • Constructing a portfolio
  • Arranging risk and personal insurance
  • Establishing your self-managed superannuation fund (SMSF)
  • Managing lending and debt
  • Planning your estate
  • Managing your taxation
  • Planning your superannuation and income streams

Estate Planning

  • Meeting to discuss your objectives for distribution of your assets
  • Asset distribution before death
  • Asset distribution after death
  • Protecting family assets from third parties
  • Confirming your assets and ownership structure
  • Facilitate your wills, powers of attorney and powers of guardianship
  • Maintaining your business and personal affairs if incapacitated
  • Facilitate family meeting to discuss plans
 
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