RETIREMENT PLANNING


Our financial advisors in the Sutherland Shire and Sydney CBD know that no matter what stage you are at in your working life, it’s imperative to plan for all stages of your retirement.

We work together with you, providing you with comprehensive financial planning for pre-retirement in areas such as estate planning, risk analysis and debt management. Our retirement planning experts also offer you sound investment strategies, designed to see you comfortably through your retirement years.

From planning pre-retirement and retirement stages through to your post retirement living, our experts in aged care advice will help you meet your retirement goals, whilst assisting you to maintain the lifestyle you love.

Our Retirement Planning service includes the following:

  • Pre-retirement lifestyle planning discussions
  • Comprehensive financial planning
  • Post-retirement planning discussion
  • Retirement transition strategy preparation and evaluation
  • Age pension eligibility calculation and funding advice
  • Centrelink nominee service liaison on your behalf
  • Income strategy for retirement
  • Aged care advice