UA is committed to collaborating with and assisting our clients to achieve and surpass their financial goals. If you're considering your next move, be sure to contact us today!
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Both retired, John & Margaret are enjoying their freedom.
John and Margaret value time spent with family, stability and security in their financial plan, as well as the ability to maintain their current lifestyle without compromising their long-term financial security.
John is a former investment banker, and Margaret was a high-level executive in the healthcare industry. With grandchildren on the way, John & Margaret want to ensure their retirement fund will last, while also leaving a legacy for their children and grandchildren.
Their primary goals include enjoying their retirement years to the fullest whilst ensuring their wealth lasts throughout their lifetime.
John and Margaret also want to leave a legacy for their children and grandchildren.
John and Margaret seek to free themselves from micro-management of their nest egg so they may spend quality time with their family.
They face issues related to managing their retirement accounts, minimising taxes in retirement, and navigating healthcare costs as they age.
Although John has significant industry expertise, they seek a financial partner who can remove the burden of managing their finances.
Navigating new technology and advancements in an ever changing investment landscape.
To achieve John and Margaret's unique goals, United Advisory offers personalised retirement planning services that focus on preserving their wealth to ensure it lasts throughout their lifetime. We develop a comprehensive financial strategy that includes income generation, tax-efficient withdrawals, and thoughtful estate planning, empowering them to enjoy their retirement without the stress of micro-managing their nest egg. Combining our pillars of service, we created a comprehensive plan for passing wealth to their children and grandchildren, aligning with their values and family goals. Our team simplifies the complexities of healthcare costs and develops strategies to mitigate these expenses as they age. We act as a trusted financial partner, relieving them of the burden of new technologies and market advancements. By offering clear communication and ongoing support, we empower John and Margaret to focus on what truly matters — spending quality time with family and enjoying their retirement years.
UA collaborate with our clients to tailor solutions to best fit their individual needs.
UA is committed to collaborating with and assisting our clients to achieve and surpass their financial goals. If you're considering your next move, be sure to contact us today!
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