MO50 Way
1. Serve only those aged over 50. | 2. Orchestrate your assets into an ensemble. | 3. Focus on tax efficiency. | 4. Progress you from full-time work to part-time work to a confident, self-funded retirement. | 5. Provide stability during times of uncertainty. | 6. Continue to improve. | 7. Be the best in all of the above.
Working together in your transition to a confident, self-funded retirement
The Money Over 50 Way
1. Serve only those aged over 50.
2. Orchestrate your assets into an ensemble.
Ensemble of assets - A group of assets working in harmony together... think 'an ensemble of musicians playing harmoniously'. Your bank accounts, investments and superannuation will be coordinated to allow them to work together as an ensemble. AKA 'Getting one’s ducks in a row'. AKA 'Getting your money dressed and going to work for you'.
3. Focus on tax efficiency.
Focus on tax efficiency - The continual and relentless pursuit of a legal 0% tax rate.
4. Progress you from full-time work to part-time work to a confident, self-funded retirement.
5. Provide stability during times of uncertainty.
Stability during times of uncertainty - We provide a steady hand, that’s been there before, and knows how to navigate the volatility.
6. Continue to improve.
7. Be the best in all of the above.
Interested in becoming a client or knowing more about how we help our clients?
Interested in becoming a client or knowing more about how we help our clients?