Order - Holistic Wellness

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Knowing when I can retire

Understanding how much I’ll need

Creating a plan to draw income from my wealth

Help managing super and investments

Reducing tax

Feeling more confident about my financial future

Other (please specify)

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Approaching retirement

Already retired

Sold a business or asset

I want better support and long-term guidance

I want professional investment management

Received an inheritance or lump sum

Other (please specify)

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