FINANCIAL PINNACLE

DPW_FINANCIAL-PINNACLE

You are getting ready to live the life you have planned and to utilise the wealth you have established over your lifetime. Your goal is to enjoy this stage of your life and to maximise the income from your investments without taking too many risks.

  • Accessing your super
  • Maximise government benefits
  • Accelerate your super savings
  • If still working, release other wealth
  • Review your will and estate plan

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Disclosure Statement: Dynamic Private Wealth Pty Ltd (ABN 40 606 944 307) is a Corporate Authorised Representative (CAR), of Sentry Financial Services Pty Ltd (ABN 30 113 531 034) AFSL number 286786.

GENERAL ADVICE WARNING The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner.

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