PRE RETIREE
Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage.
Watch the video below to learn more about this life stage.
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Contact CBD Wealth Solutions
11A / 29 Mt Cotton Road Capalaba QLD 4157
PO Box 1202 Capalaba QLD 4157
Telephone: (07) 3390 3663
Fax: (07) 3390 3660
Redland, Brisbane
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| Site Map | Disclaimer | Terms of UseCBD Wealth Solutions ABN 75 083 804 317 is an Authorised Representative of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.