It’s just around the corner!

Still working but find yourself counting down the years to retirement? What once seemed like a distant dream is certainly getting closer, but the big question is – how much will you need to live comfortably in retirement, and whatever that figure is, are you going to make it?

Our Pre-Retiree Package has been designed specifically to help you navigate the tax system, annuities, superannuation, Centrelink and a dozen other variables that could impact your retirement fund. We’ll work with you throughout the year to help you craft a clear idea of exactly where you stand, what your future in retirement looks like, and what you can do today to improve your tomorrow.

We’ll work together to help you answer the key questions you might be facing in this changing landscape:

• How long will my money last in retirement?
• Am I eligible for any aged pension entitlements?
• Is my superfund right for me?

What we do

With our experience, understanding of current trends, opportunities and issues, and our professional knowledge, we can create a solid financial plan to help you make the best possible choices for today and the future.

Our Pre-Retiree Package is designed to help you:

• Understand whether you’re on track to achieving your retirement objectives;
• Get clarity on what your retirement looks like, and the confidence that you’ll be financially secure post retirement;
• Ascertain if you’re eligible for any aged pension entitlements or seniors cards;
• Ensure your superfunds are positioned for the correct investment strategy to suit you, and make recommendations based on fees and investment choices.

Outside of our annual package, we also offer services in Cash Flow Management, Estate Planning and Aged Care, to give you piece of mind on the future for yourself and your loved ones.