Super / Investment management service
Retire to Asia specialises in understanding the specific requirements of retiring overseas and the challenges that may be encountered.
Retire to Asia, in partnership with Alpha Financial Services has extensive knowledge in managing Australian and global investment portfolios that are best suited to meet your personal goals and circumstances, no matter where you are located.
Obtaining the best outcome for you
We are all different, each of us has our own set of unique goals, needs and desires. Your investments should reflect this and be managed accordingly.
At Retire to Asia we take the time to understand what’s important to you. Only then can we help you to identify the key strategies required to meet your stated goals and objectives.
What’s best for you now may not be the case in the future. As your circumstances change, so should your portfolio. Retire to Asia is your partner in this process, helping you, guiding you, and providing peace of mind.
Making your money work hard for you
We all understand that we need to save as much money as we can today, in order to build a ‘nest egg’ for the future. The more we can save, the more comfortable that future will be, so it’s important to make that money work as hard as possible for you and maximise every opportunity.
To ensure that your fund reaches its fullest potential it is important to eliminate unnecessary wastage. Such as:
- Unnecessary fees or fees that are too high for the service offered
- Insurance cover that is not suitable to your needs or premiums more expensive then they need to be
- The asset mix does not reflect what you require it to be, or
- You are paying tax unnecessarily
Less wastage means more money in your pocket.
We provide a direct personal relationship for you
Our clients have a direct line to call or email one of our professionals at any time. And we can arrange both formal and informal meetings, either in person or online, whenever circumstances dictate a more detailed conversation.
Should you require information, an update on any regulatory or tax changes that may affect you or need to make administration changes to your fund, we are always available to help make it easy for you, no matter where you are in the world.
If you would like to know more about our superannuation and investment management service, or you would like to speak with one of our staff members, please feel free to contact us at firstname.lastname@example.org or call us on 1800 830 763.