Enjoy the retirement you want

It is never too early to start planning for your retirement

The earlier you take action on your retirement planning, the higher the likelihood of enjoying the retirement you want.

Putting in the correct plan, no matter your age, can make an enormous difference to the quality of your life throughout retirement. Your “future-self” will thank you for the changes you make today.

We can assist you with a tailored and flexible advice solution on:

  • Transition to retirement strategies
  • Tax and contribution strategies
  • Cash flow and debt management
  • Superannuation vs SMSF

So how much will you need for retirement?

This will depend on your lifestyle aspirations, length of your retirement and investment returns.  For example, to provide an income of $40,000 a year, you'll potentially need to accumulate a retirement lump sum of around $603,000 for a period of 25 years. Assuming a return of 7.5% per annum after fees and inflation of 2.5% (note: age pension entitlements have been ignored). Is this enough?

For a modest retirement, it is suggested the average 65 y.o Australian needs at least:

$40,054 per annum for couples*
$27,814 per annum for singles*

For a comfortable retirement, it is suggested the average 65 y.o Australian needs at least:

$61,522 per annum for couples*
$43,601 per annum for singles*

*ASFA Retirement Cost of Living June 2019

Contact us today to begin planning your retirement

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Free Initial Consultation

Free consultation at a location of your choice. Here we will meet, listen to your goals and aspirations, and then collect the information relevant to provide a tailored advice solution.


Utilising our broad knowledge base, and ensuring compliance with relevant rules and regulations, we undertake detailed research to ensure we have considered all aspects of your situation.


Here we will identify and evaluate alternative strategies based on achieving your goals, and confirm their suitability for your needs.


We will present you with a Clear & Concise plan to achieve the goals that you set out. This will include all the ‘nuts & bolts’ information and the various steps to be taken to meet your goals.


Simple – this step is putting the plan into action.


We will meet with you AT LEAST once a year to ensure your plan remains relevant and you are still on track to meet your goals.