How much will I need to retire?
Work out a yearly and weekly spending figure, and roughly what that means as a lump sum.
Sound familiar?
- Wondering if your super is enough
- Thinking about salary sacrifice
- Kids leaving home, more to save
- Not sure when you can stop
Start here
How we help
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15-minute call
A friendly chat about where you are and whether we can help
Cost: [PLACEHOLDER: confirm the 15-minute call is free]
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Single-issue advice
A written Statement of Advice on one topic
Cost: [PLACEHOLDER: Single-issue advice fee range]
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Comprehensive retirement plan
A full review and written plan covering super, investments, insurance, Centrelink and estate coordination
Cost: [PLACEHOLDER: Comprehensive retirement plan fee range]
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Ongoing advice
Annual review, ongoing adjustments and access to your adviser
Cost: [PLACEHOLDER: Ongoing advice fee range]
Advice that often helps
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Retirement planning
Retirement should be about freedom, not uncertainty.
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Investment advice
A disciplined, evidence-based approach to investing.
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SMSF strategies and advice
More control and flexibility, with more responsibility.
A client scenario
Illustrative example only. Names and details are made up and this is not a guarantee of any outcome.
Karen, 56, a single homeowner
- The situation
- Karen wanted to retire at 63.
- What we looked at
- We tested her retirement number and looked at her contribution options.
- The outcome
- We mapped out what her income could look like from 63 onwards.
Related reading
Not sure where to start?
A 15-minute call, by phone or video, is the easiest first step. We’ll listen, answer your questions and tell you honestly whether we can help. The first meeting can be in person at our Subiaco office, or by phone or video.