How we can help
Retirement Planning
Maximise your retirement — whether you're already retired or 5 to 50 years away from it.
Many Australians will spend more than a quarter of their life in retirement. We help you plan carefully — and well in advance — so your income supports the lifestyle you want.
Retirement more than 10 years away
Retirement can seem irrelevant in your 30s or 40s. But research shows the Age Pension won't be nearly enough to fund the lifestyle we'd like when we're no longer working — so the best thing to do is start saving now.
- How much do I need to retire on?
- What is the best way of funding my retirement?
- Is my superannuation enough?
- What is salary sacrifice?
- How much should I contribute now for a comfortable retirement?
- My super is sitting in a few different funds — is it worth consolidating?
Retiring within the next 5 – 10 years
- When can I access my super?
- What are my options when I retire?
- Will I pay tax on my super if I take a lump sum?
- Am I eligible for the Age Pension?
- How do the income and asset tests work?
- How do I structure income streams for tax efficiency?
How we can help
- Conduct a complete review of your financial situation
- Recommend strategies to meet your retirement lifestyle goals
- Develop a budget and investment plan for short and long term goals
- Review and recommend wealth protection plans
- Help you create or update your will
Disclaimer: this information is general in nature and does not take into account your objectives, financial situation or needs.
Discover your goals with a 1:1 goal discovery session
Book your free financial planning session today. We've got offices in Melbourne, Kew East and Boronia — or we can come to you.
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