José helped Frank and Ann with a pre-retirement strategy, which included: aggressive debt reduction strategy, consolidating and building Superannuation for retirement, transitioning to retirement, retrenchment payment and tax minimisation.
Frank said, “Well, I was looking at being made redundant and never really been involved with Financial Planners before. Now we’re getting close to retirement and just wanted some help, and found out about José and Watson Wealth and thought we’d give them a call”.