The average age of retirement in Australia is 65 years. Having worked for many years beforehand, a hassle-free retirement is something most of us would like to achieve. The key to a successful retirement is careful planning, regardless of whether you are five, ten or 25 years away from retirement.

People have different aspirations for how and when they retire. While some may wish to travel, others may wish to enjoy a low-key country life, start a new business, or participate in volunteering. Regardless of what retirement means to you, our goal is to ensure that you have the financial resources you need to fund the retirement lifestyle you want in the future.

As an adviser, one of the first steps in helping clients plan for a secure and comfortable retirement is to identify their future lifestyle goals and aspirations, current and anticipated sources of income, and any existing financial obligations or foreseeable commitments in the future. From here, we can map out a clear financial strategy that’s designed to make your future goals become a reality.

Being a small business owner myself, I understand the importance of succession planning and taking care of my own future as well as those I care for.

We undertake the responsibility to guide you carefully and to provide you with a transition to retirement strategy that’s tailor made for you.