How long will my money last?
See how long a balance could last at your spending, with or without the Age Pension.
Sound familiar?
- Choosing when to stop work
- Turning super into a regular income
- Working out whether you’ll get some Age Pension
- Deciding what to do with the mortgage
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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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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Estate planning and wealth transfer
Making sure what you’ve built carries on as you intend.
A client scenario
Illustrative example only. Names and details are made up and this is not a guarantee of any outcome.
Geoff and Lyn, 64 and 62
- The situation
- They planned to stop work within two years.
- What we looked at
- We looked at income streams, timing the Age Pension, keeping a cash buffer, and their estate wishes.
- The outcome
- They have a plan for turning their super into a regular income.
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.