How does it work?
Do I have to retire?
What are the age limits?
How much can I save?
What will that do for my assets and retirement income?
     
  Ask James O'Kane.  
 

James O'Kane is a Senior Investment Adviser with Macquarie Private Wealth.
He commenced work as a superannuation consultant in the late 1980's, training advisers in the rules and opportunities that superannuation can offer investors. He has worked with major Australian and International Institutions providing superannuation strategies to clients and also lectured at the Australian Securities Institute (FINSIA) in superannuation. He has joined Macquarie Private Wealth to assist them in providing retirement strategies to 'Private Wealth' clients.
   
 

Please call me to discuss how transition to retirement strategies can help me.

     
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Macquarie Equities Limited ABN 41 002 574 923 (MEL) trading as Macquarie Private Wealth, Participant of Australian Securities Exchange Group, Australian Financial Services Licence No. 237504, Level 2 Waterfront Place, 1 Eagle Street Brisbane QLD 4000. MEL is not an authorised deposit-taking institution for the purposes of the Banking Act (Cth) 1959, and MEL's obligations do not represent deposits or other liabilities of Macquarie Bank Limited ABN 46 008 583 542. Macquarie Bank Limited does not guarantee or otherwise provide assurance in respect of the obligations of MEL.

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