79 Belair Road, Kingswood SA 5062

Retirement Planning

Retirement can be an exciting time. It may be the first time you’ve been free to take that big holiday, pursue your interests or simply slow down and spend time with loved ones.

For many, retirement is a transition that isn’t all about money and it won’t happen by itself. A good retirement plan should start 5-10 years before you stop work.

We help you by looking at your current situation and your goals, work out what you will need in retirement, and then build a plan with you for you to get there. We will also help keep you on track. Sometimes it’s hard to get where you want to be, and we will be realistic with you about your situation.
It’s complicated. We use our knowledge and experience to consider investments, superannuation, tax and Centrelink rules to ensure you make the most of your situation.
We can also help you explore options for transferring wealth effectively to leave a legacy for your family, including testamentary and family trusts.

Our Approach

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Minerds Bell Consultancy Group and Andrew Harris have consistently been recognised by the financial planning industry for their commitment to their clients and the quality of the financial advice they provide. 

contact Details

 79 Belair Road, Kingswood SA 5062

Mon-Fri: 9:00 – 17:00

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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Clive Harris and Associates Pty Ltd trading as Minerds Bell Consultancy Group ABN 97 008 019 163 is a Corporate Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294, Australian Financial Services Licensee, Licensee Number 234665.

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