Countdown to Retirement!

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• Payout your debts.
• Investigate pension entitlements.
• Maximise superannuation contributions.
• Consider transition to retirement super
pensions.
• Revisit your insurance needs.
• Update your wills and investigate estate
planning.
• Revisit your risk profile with investments.
• Work out how much you will need in
retirement.

Testimonials

"Dear Tom , Shane & David, Just a short thank you for all the time, effort and knowledge you have given to Paul and myself over the past 8 years..."

Paul & Cara, Urunga
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Meet the Team at Momentum

Donna Hale

Office Manager
Team Profiles

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