Retiree or Nearing Retirement

I’m Retired or Nearing Retirement

Planning for the future is challenging. We can help you design the lifestyle you want so you can be confident your savings will be put to best use. We can also help you structure how to pass your assets on to your family through Estate Planning.

Discussion Points We Can Work With You On

  • What age do you wish to retire?
  • How much money will you need to live on when you retire?
  • Will your current investments achieve the income you will need in retirement?
  • Do you have a current Will or Binding Death Nomination in place?
  • Do you wish to leave an inheritance and if yes, to whom?

Do you have other assets outside your business, to support your family in retirement?

  • Inheritance/Windfall Gain
  • Property Disposal
  • Business Disposal
  • Retirement Window
  • Property Purchase
  • Business Purchase
  • Marriage/New Relationship
  • Divorce/Relationship Breakup
  • Leaving a Job
  • Starting a New Job
  • Birth of a Child
  • Birth of a Grandchild
  • Family Member need age care advice
  • Death of a Family member

We will also work with you to understand your current financial position including;

  • Income and Expenses
  • Assets and Liabilities

Get In Touch »

Contact Us »


Level 17, Como Office Tower
644 Chapel Street
PO Box 6105
South Yarra, VIC 3141
T: 1800 064 959


Level 17,
9 Castlereagh Street
Sydney, NSW 2000
T: 1800 988 141


Suite 2, First Floor
280-286 Sheridan Street
Cairns, QLD 4870
T: 1800 796 096


Unit 16, First Floor
100 Railway Road (Cnr Hay St)
Subiaco, WA 6904
T: 1800 785 855