Look, I am 59, almost 60, and I am thinking of retiring. I am looking at ways to reduce my workload and enjoy family time, but I still want to be able to pay off the investment mortgage quickly. I want ways to access my money and reduce my account fees, while maximising its interest return and paying off the mortgage.
My accountant advised me that I need to be able to draw down personal equity from the business, so I want to review my transaction banking needs.
I would like to sort this out soon as I go on holidays in a few weeks to the USA and Canada. I am also looking at how I will take my money with me. Cash and cheques are a real hassle.
