Retiree or Nearing Retirement

Retiree or Nearing Retirement 2017-06-27T17:44:31+11:00

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 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 strategy to pay down your debts before you retire?
  • Do you have a current Will or Binding Death Nomination in place?

Life Event Experiences

  • 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 Grandchild
  • Family Member need age care advice
  • Death of a Family member

Understand your Position

  • Income and Expenses
  • Assets and Liabilities

Get In Touch

Contact Us


Level 17, HWT Tower
40 City Road
Southbank VIC 3006

T: 1800 064 959

New South Wales

Level 17,
8 Spring Street
Sydney, NSW 2000
T: 1800 988 141

Western Australia

Unit 16, First Floor
100 Railway Road (Cnr Hay St)
Subiaco, WA 6008
T: 1800 785 855


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