Our Approach to Retirement Planning

The first step is to learn about YOU. In the discovery appointment we spend time getting to know:

1. Who you are – Your personality, what motivates you, and what’s important to you.
2. Where you are financially and whether you’re working full-time, part-time or not at all. And lastly and most importantly;
3. Where you want to be in retirement (your goals and objectives) and your ideal work plans between now and then.

We request that you provide us with all of your financial details, including income, expenses, assets and liabilities. This way we know exactly what position you are currently in. We use this as a starting point to see if you are on-track to achieving the goals you want to achieve.

We use our smarts to optimise your financial position, minimise tax, maximise your investments and super, control risk and document all of our recommendations to get you to where you want to be – sooner.

By implementing strategies specific to your individual situation we can help you increase your wealth and retire with financial stability.

We can also help you implement the recommendations, complete all the paperwork, and deal with the super fund on your behalf so you don’t need to worry. You can be confident everything is done correctly and you’re heading in the right direction.

We check in with you each and every year to see how you’re going and whether or not you need any updated advice or projections based on any changes to your situation.