Prepare today for the retirement you deserve.
Tailored strategies to help pre-retirees build a robust financial foundation, ensuring a smooth transition into retirement.
Prepare today for the retirement you deserve.
Tailored strategies to help pre-retirees build a robust financial foundation, ensuring a smooth transition into retirement.
Retirement Transition Planning
Prepare for a smooth transition into retirement.
We create a detailed plan to balance income, expenses, and investments, ensuring you are financially prepared to enter retirement with confidence.
- Sustainable income strategies for retirement readiness.
- Maximised superannuation contributions for growth.
- Risk-adjusted portfolios to protect your savings.
Tax Optimization Before Retirement
Strategic tax planning to minimise liabilities.
We help you structure your finances to take advantage of pre-retirement tax benefits, increasing your retirement savings.
- Salary sacrificing into superannuation.
- Reducing taxable income with tailored strategies.
- Planning withdrawals to maximise tax efficiency.
“Nick has looked after us for 15 years as our Macquarie Private Banker. Apart from his engaging personality, Nick has been diligent, knowledgeable, proactive, courteous, and has always been focused on our best financial interests.”
“Nick has the most valuable skill that he is able to explain relatively complex matters, such as the vagaries of capital markets, to any audience from ‘Mum and Dad’ investors to a Board of sophisticated professionals.”
Nick Walter. Empowering your journey with expert advice, personalised strategies, and unwavering support to reassure and help you thrive.
Nick Walter. Empowering your journey with expert advice, personalised strategies, and unwavering support to reassure and help you thrive.
Advice to get you financially well organised
Investment advice, financial planning and reassurance for individuals, families and NFP organisations
02
Build your Wealth
The Walter Wealth Way entails implementing strategies to safeguard your assets from potential threats such as market volatility, inflation, and unforeseen personal events.
03
Invest Confidently
The Walter Wealth Way means making informed investment decisions that align with your long-term goals, risk tolerance, and financial situation, avoiding emotional decision-making and focusing on steady growth to build wealth sustainably.
04
Fund your Lifestyle
In the Walter Wealth Way context, this means strategically managing your finances to support your desired way of living both now and in the future.
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- Finance
- November 27, 2024
- Finance
- November 27, 2024
- Finance
- November 27, 2024
