Wealthy Retirement

Our team will conduct a full review of your retirement plans and finances to put you on track for a wealthy retirement.

Clients within 5 years of retirement need to start seriously considering what their retirement will look like.  We prefer to start working with you well before retirement so that the eventual transition will be as smooth and stress-free as possible.

We’ll help you set up your retirement income streams, whilst ensuring you maximise any Centrelink entitlements. 

Our team has years of experience in estate planning, and will work directly with your solicitor to ensure your estate is paid to beneficiaries in the most secure and tax-effective manner possible. We’ll also make sure all Estate Documents (including Wills, Binding Death Benefit Nominations and Enduring Power of Attorney) are in place that reflect your wishes. We want to ensure the funds are paid in the right way to the right people at the right time.

Performing a superannuation review is an important step to ensure you structure your superannuation payments appropriately to give you the best chance of a wealthy retirement.