Page 14 - Sapre - Review Report - July 2020
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Goals we’re helping you to achieve
As per your Statement of Advice dated 12.12.2014.
Areas of Goals Priority
advice
Retirement You are retired and looking to consolidate super High
funds and begin to draw an income.
Retirement Review your superannuation pension fund. We High
discussed to features that are important to your
and a low-cost fund was the most important.
Retirement Invest your retirement savings in a manger that is High
easy to manage, cost effective and in line with your
risk tolerance.
Retirement To plan for a reliable income in retirement, High
sufficient for your budgeted needs, estimated at
$80,000 pa net.
Retirement Place all of Anjali’s superannuation benefits in a High
single account for ease of management and cost
savings.
