Which of These Uncertainties Are Prompting You To Look For More Effective Financial Solutions As You Approach Retirement?
- Worried Your Super May Not Be Enough?
Do you sometimes wonder if your super will maintain your lifestyle in retirement (and if there are things you can do now to grow and secure your wealth before your career clock runs out)?
- Want Better Returns With Lower Risk?
Are you tempted to leverage some of your savings to multiply your wealth, but worry about the risk (and wish you could get a trustworthy second opinion on where to put your money as you approach retirement)?
- Want To Maximise Income Without Eroding Your Capital or Assets?
Are you starting to do the maths and wondering how to structure your finances to get maximum retirement income without eating into your capital or risking your assets (and without losing benefits or needlessly paying tax)?
Many hard-working Eyre Peninsula locals have similar uncertanties. So, we’ve developed a Free Wealth Planning Strategy Session to answer your questions and help you find more effective ways to secure your financial future. Click the button below to get started.
How Eyre Financial Services
Helps Locals Maximise Their Income
(And Lifestyle) In Retirement
Over the past 25+ years, the team at Eyre Financial Services (and Accounting) has helped hundreds of Eyre Peninsula locals:
Save thousands in tax every year
Boost superannuation (balances and returns)
Safely leverage income (through strategic investments including SMSFs)
Accelerate progress towards wealth (without compromising your current lifestyle)
We focus on your future instead of the past, and use proactive strategies to help you grow and protect your wealth.
Our holistic service includes 3 financial disciplines -- accounting, superannuation, and financial planning -- to ensure you get the best in both tax-saving and investment-boosting advice
How Well Do Our Strategies Work?
We’ve been honored to help hundreds of locals accelerate their journey towards wealth.
Here are some of their stories...
Shepperd Building Company
“We have been associated with Naomi Durdin since the commencement of our business. We are impressed with Naomi’s accounting knowledge and experience. She is always professional and understanding and has successfully helped us work through any business challenges as they arise.
Naomi is friendly, approachable and treats her clients with respect making you feel confident and at ease with the advice you receive. We have no hesitation in recommending the services of Eyre Accounting to any other business. ”
Coffin Bay formerly Yeelanna
“We thoroughly recommend Eyre Financial Services to any business that is looking for a progressive, energetic team that is happy to listen to your wants and needs and guide you in the right direction.
We are very happy with the way Naomi has made our transition from the farm into retirement as rewarding as possible.”
About Your Accounting, Superannuation and Financial Advisor – Naomi Durdin
Naomi is a CPA Accountant, Business and Financial Advisor, and SMSF Specialist (a rare and powerful combination of formal qualifications). But her knowledge isn’t merely academic. She owns three local businesses (including a farm) and has spent the past 25 years helping Eyre Peninsula locals save tax, boost super, and safely leverage their income without compromising their lifestyle.
Her proactive, holistic approach, and friendly, positive nature, make her a trusted advisor for hundreds of Eyre Peninsula locals who want to accelerate their wealth and retire sooner (and richer).
Interested In Knowing More
About How You Can Maximise Your Income In Retirement?
The quickest and easiest way to find out more is to request a Wealth Planning Strategy Session with our principal advisor, Naomi Durdin, during which...
You’ll get a crystal-clear view of your total monetary position (without a hint of judgement) and fresh ideas to accelerate your financial progress without compromising your current lifestyle
You’ll gain greater clarity over what you want your retirement to look like (and what you can do now to grow and secure your nest egg)
You’ll identify barriers that may prevent you from reaching your financial goals (and ideas to overcome these without putting your savings at risk)
You’ll explore ways Eyre Financial Services can help you boost your super, optimise your investments, and maximise your income in retirement.
Get Our Best Investment-Optimising, Income-Boosting Ideas
Your Wealth Planning Strategy Session will give you our best advice, with zero obligation to engage us further.
Naturally, we hope that by sharing our knowledge and expertise in this way, you’ll get so much valuable advice that you’ll consider choosing or recommending Eyre Financial Services in the future. In any case, you have nothing to lose.
What Happens Next?
Your Wealth Planning Strategy Session is usually held over the phone, via Zoom or in our office.
To request your Wealth Planning Strategy Session, click the button below or call our office on 08 8682 4173.
A member of our team will contact you to ask a few questions, get some feedback from you and then book in a time for our session.