What We Do
We take the stress out of retirement planning.
At Premium Retirement Services we explain things in simple terms, and share the common goal of turning your retirement dreams into reality. We take service seriously – client satisfaction and positive feedback motivates us to continue to provide the best service possible and our high client referral rate is our reward.
Client satisfaction is the strength behind
our business.
GOAL IDENTIFICATION
Planning for retirement can be daunting but with Premium Retirement Services you can plan your retirement with confidence. We help with the complex challenges that retirement planning involves.
When we meet with you, we’ll take time to understand your current financial situation, and identify your short and long term financial and lifestyle goals.
Personalised
Plan
At Premium Retirement Services, we’ll establish a pathway to achieve those goals, by building you a personalised retirement plan that matches your investment risk profile and provides you with a realistic and sustainable income in retirement.
Guidance & Support
In addition to helping you through what can be difficult decisions, we’ll guide you through the often overwhelming and time consuming paperwork involved. Our service is dedicated and on-going. We understand that situations and circumstances change, therefore your portfolio and income will be regularly reviewed to ensure you are financially comfortable and confident.
Financial Confidence
It is our mission to make you financially confident and secure. A time when you can enjoy the benefits of all that hard work. It’s a time to buy that caravan, take that overseas trip and spend quality time with family and friends-without financial stress.