Retirees

 Congratulations! You're retired and left the world of "official" employment behind, whether as an employee, day-to-day business operator, or changing to something part time, or more casual. 

​

Common Questions You May Have

• How much do I need to retire comfortably?

• Do I withdraw my superannuation?

• How can I maximize my income and benefits during retirement?

• Will my money run out?

• What if I want to leave money to my children/grandchildren

​

​

How We Help:
 

• We help you build a tailored financial roadmap that is reviewed and adjusted annually throughout your retired life. This plan takes into account your personal goals, current financial situation, and any changes in legislation that could impact your strategy.
  This will include areas like: Maximising Age Pension benefits (if applicable), appropriate structures for gifting to the next generations, helping to legally minimise your taxes, as well as that of your beneficiaries.

​

• You'll also come to a point down the track where aged care becomes a consideration. Aged Care funding is a complex environment, where small adjustments can have big impacts on your out of pocket costs. We're here to help you navigate this part of the journey

​

​

Why Choose Us?

​

With a commitment to personalized service and a deep understanding of the retirement landscape, we are dedicated to helping you achieve a comfortable and worry-free retirement. Our experienced team work closely with you to ensure your financial plan is robust, has appropriate flexibility, and is optimized for what's most important to you.
 

Take the Next Step

Ready to explore what great financial advice can do for you? Contact us today for a complimentary initial consultation.