Retirement

Retirement

Nobel Thomas Melbourne Accountants is committed to empowering its clients to achieve their dreams of financial freedom and security.

Whether you are keen on maintaining of certain level of lifestyle after retirement or build a portfolio of property investments to ensure the future wealth and security of your family, Nobel Thomas Melbourne Accountants will work towards achieving all these.

We have a team of highly seasoned and proficient financial advisers available to give you strategic advice tailored to your unique circumstance and aspirations.

Wealth Creation

Most people understand the concept of returns. However, not all appreciate the risks involved to acquire these returns. By helping you manage your investments, Nobel Thomas Melbourne Accountants can help significantly reduce risks and yield better returns.

  • Developing a financial strategy
  • Planning your investments
  • Planning your retirement
  • Constructing a portfolio
  • Arranging risk and personal insurance
  • Establishing your self-managed superannuation fund (SMSF)
  • Managing lending and debt
  • Planning your estate
  • Managing your taxation
  • Planning your superannuation and income streams

Estate Planning

  • Meeting to discuss your objectives for distribution of your assets
  • Asset distribution before death
  • Asset distribution after death
  • Protecting family assets from third parties
  • Confirming your assets and ownership structure
  • Facilitate your wills, powers of attorney and powers of guardianship
  • Maintaining your business and personal affairs if incapacitated
  • Facilitate family meeting to discuss plans

You want the best retirement plan for your company and your people. But retirement plans are complex. Maintaining it takes work. It has to follow plan document provisions.

Allow our Melbourne accountants to help you. We collaborate with you. Your management team. Your advisors. Your investment providers. We smooth out the bumps. We help you implement the best plan for you and your employees.

Then, we’re in service mode. Working hard to help ensure your plan provisions are followed. Filing requirements and deadlines are met. Plan transactions are processed. We focus on compliance to save you money. Efficiency to save you time. We give you a well-designed and properly administered plan. So you can enjoy all the benefits that stem from offering a stand-out retirement package.

WHAT DO OUR CLIENTS THINK OF US?

  • Grace Lai

    Highly recommended. Mert is personable and trustworthy, experienced with entrepreneurs.

    Grace Lai
    Medical Professional
  • J Louisa

    I’ve decided to make Nobel Thomas my regular accountant as I am now setting up a trust for my business. I would definitely recommend them to anyone looking for a quality inner city accountant.

    J Louisa
    Property Development
  • Valentine Gnanakone

    The team at Nobel Thomas offer consistent and timely advice for both my personal and business accounting needs. Could not recommend them more highly!

    Valentine Gnanakone
    Construction
  • Cassandra Harrison

    I have been with Mert and the team at Nobel Thomas for a few years now and have never been anything less than impressed with their prompt and high quality service and professionalism.

    Cassandra Harrison
    Medical Professional
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