Enjoyers

After years of planning and working towards your goals, this stage is about enjoying the lifestyle you’ve built. Retirement is not just the end of work – it’s the beginning of new opportunities, whether that means travel, hobbies, family time, or simply peace of mind. The focus here is on making your money last, protecting what matters, and giving you the confidence to live the retirement you’ve always imagined.

Transitioning Into Retirement

As regular paychecks stop, we’ll guide you through setting up income streams that support your lifestyle and give you peace of mind.

Making the Most of Super & Pensions

We’ll show you how to optimise super withdrawals, access Centrelink entitlements, and reduce tax so you can keep more of what you’ve earned.

Preserving Your Wealth

Retirement is about enjoying life – but also protecting what you’ve built. We’ll help you manage investments to balance income with long-term security.

Planning Your Legacy

From wills to wealth transfer strategies, we’ll make sure your estate reflects your wishes and provides clarity and support for your loved ones.

Your Journey With Us

Our advice process is designed to be simple, transparent, and focused on you. Through four clear steps, we take the time to understand your goals, create a tailored plan, put it into action, and provide ongoing guidance to keep you on track.

Getting to Know You

In our first meeting, we will learn about your current situation, financial position and lifestyle goals. We will gather important personal & financial information so we can understand your needs and preferences. This helps build a clear picture of what matters most to you.

Your Personalised Plan

Using the information gathered, we prepare a tailored Statement of Advice. This plan provides strategic recommendations and options designed to help you achieve your goals. It is comprehensive, easy to follow, and sets the foundation for your financial future.

Putting the Plan into Action

Once you are comfortable with the recommendations, we help you put them in place. As a full-service financial planning company, we can implement most aspects of your plan — from superannuation and investments to insurance. We also collaborate with your accountant, solicitor, or other professionals where needed, ensuring everything works together for the best outcome.

Ongoing Guidance

A financial plan is a snapshot in time — and life changes. That’s why we provide ongoing support with annual (or more frequent) reviews, regular performance reports, and updates to your strategy as needed. This ensures your plan continues to align with your situation and keeps you on track to achieving your goals.