Retirees
How we help retirees
Experience the fruits of retirement.
Have your plan evolve with your lifestyle.
We provide financial comfort by customising a plan to turn years of hard work and savings into an income stream to support the retirement you deserve. As your vision changes, the roadmap is adjusted to your needs.
Our advice includes:
Income and cashflow strategy
We design a sustainable income plan that supports the lifestyle you want today, whilst keeping track of the long-term impact of spending.
Superannuation positioning
Structure your withdrawals to maximise tax efficiency and extend the longevity of your retirement savings.
Centrelink and government entitlements
Receive assistance navigating eligibility and maximise your access to potential benefits, without compromising other income sources.
Property and downsizing
Property decisions can be crucial during retirement. Whether you’re staying put, selling the family home, or hold investment property, we’ll guide your strategy in retirement.
Estate and legacy planning
Ensure your plan aligns with your broader estate directives, minimise tax for beneficiaries, and transfer wealth with structure.
Frequently asked questions
Can you help me generate an income from my superannuation?
Yes, a key component of our retirement advice is based around utilising your assets, including superannuation, to create regular income sources to meet your expenditure needs. Pending your situation, this can be made up of variance income sources.
I may qualify for Centrelink Age Pension during retirement. Is this factored into advice?
Yes, certainly. Our retirement advice, and longevity calculations, incorporate all available income sources that may be available to help meet your needs. We are also able to liaise and report to Centrelink on your behalf if assistance is needed with applications and updates. We take a holistic approach to your retirement plan.
If my level of income I desire changes, or something significant impacts my financial position, what happens with my retirement plan?
Life never stands still and often, neither does your financial position and goals. As a result, we like to build long-term relationships with you to navigate change when it occurs. We help adjust your plan as necessary to evolve with you to ensure you maintain comfort, knowing your future is being looked after.
We are thinking about receiving financial advice but would like to understand the process some more before paying. Can we speak to someone beforehand?
Our advisers are available to have an initial 15-minute discussion to help you determine if you’re comfortable with our advice process and the value you will receive based on a brief discussion about your circumstances.
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