Preparing for Retirement.
You're counting down to retirement, but the questions keep multiplying.
Do I have enough to retire?
When can I actually stop working?
Should we sell the investment property or keep it?
What about the age pension?
We'll show you exactly when retirement becomes possible and how to make it work.
We'll show you exactly when retirement becomes possible and how to make it work.
How we can help:
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Retirement Readiness Assessment
We run the real numbers on your super, investment properties, and other assets to show you exactly what retirement income you can generate and when.
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Investment Property Strategy
Work out whether your properties are helping or hurting your retirement plans - including tax rules impacting investors and rental returns.
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Transition to Retirement Strategies
If you want to cut back your hours or try something different before fully retiring, we'll show you how to do it without losing money.
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Age Pension and Entitlement Planning
Show you if you'll qualify for the age pension or seniors health care card, when, and how this affects your overall retirement income.
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Income Transition
Set up account-based pensions that generate reliable, tax-free income flowing into your account every month.
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Retirement Lifestyle Budgeting
Work out what your money can actually fund - from overseas holidays to helping the kids - without running short or living too cautiously.
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Estate Planning
Update your will and super beneficiaries so everything goes where you want it to when the time comes.
Pre-Retirement FAQs
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There’s no magic number. What matters is the lifestyle you want and the assets you’ve built. We run the numbers for you and show exactly how much income you can expect, and at what age you can safely stop working. For many, it’s sooner than they think.
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It depends. Holding onto property can leave you asset-rich but cash-poor, with rent, maintenance, and tax headaches. Selling can free up capital to fund a stress-free retirement. We look at the numbers and your goals, then help you make the decision with confidence.
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With the right setup, you can receive retirement income completely tax-free — and never have to lodge a tax return again. It’s one of the biggest benefits of proper retirement planning, and we make sure you get it right.
