Retirement Planning

Live comfortably after you stop working

Whether you’re planning to retire over the next 3 years or in 30 years’ time, our experts will help you find the right balance between fulfilling your immediate financial goals and saving for the lifestyle you want after retirement.

We’ll review your circumstances to understand where you currently stand, determine when you can realistically retire, and calculate how much you’ll be able to spend on the things you want to do when you retire.

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Optimise your finances over your remaining work years

All it takes is a little thoughtful planning to make sure nothing gets in the way of your retirement dreams, whether you’re planning to purchase a vacation home, travel the world, start a new business, or leave a sizeable inheritance.

Start preparing early to find new streams of income and develop budgeting strategies before you reach your work-free years.

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Retirement planning services

We’ll help you build the retirement lifestyle you want by:

  • Transitioning from wealth accumulation to retirement strategies
  • Determining how much you can spend on your aspirations and desires
  • Generating new income streams from your various assets
  • Developing strategies to protect you against financial downfall
  • Decreasing risk from inflation and investment return
  • Maximising the benefits of superannuation and SMSF structures
  • Managing budget and cash flow without stress
  • Monitoring progress and adjusting where necessary

Get the retirement planning advice you need from a dedicated and expert advisory team.

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It’s never too early or too late – to start the conversation

Our team of experts will help you protect your wealth, create new income, and transfer your wealth to future generations.

Talk to Prime today to take the first few steps in making your retirement your own.

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What our clients say

“Prime provides us a highly personalised service covering our financial needs. Our strategic advice has been proactively provided whilst ensuring our investments are professionally managed without requiring our daily input. We feel comfortable knowing Prime is looking after our investments.”

Ian, Melbourne

“In working with Prime, I have been connected with a trusted ‘go to’ source of knowledge, mentorship, tools, services, contacts and – most importantly – a friend on the ground for anything related to financial decisions when feeling a little overwhelmed.”

Amy, Brisbane

“We have worked with Prime for fifteen years as our financial adviser. Prime has always guided us through with professional advice on our financial decisions, whether it be in the local office or over the phone. We have found our adviser, Garry, has gone above and beyond the call of duty with regards to our retirement and financial matters in a friendly and caring way.”

Karen & Russell, Cairns

A unique and personal service approach to support all your business advisory and personal wealth management needs.

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