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    Defined Benefit Scheme Advice

    Specialist advice on defined benefit superannuation schemes including retention, commutation, and transfer decisions.

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    Peter White Financial Planning in Sydney CBD provides specialist advice on defined benefit superannuation schemes, including retention, commutation, and transfer decisions. Defined benefit schemes involve complex calculations around the value of guaranteed retirement income versus lump sum options, and the decision is often irreversible. Peter White has over 25 years of experience in financial services and provides independent advice on these decisions without product bias. The practice is located at Level 57, 25 Martin Place, Sydney NSW 2000. Contact 02 9238 2246 or info@peterwhitefp.com.au.