What it is
Advice on when and how you can retire, and how your super, investments and any Age Pension can provide an income for the life you want.
Who it’s for
People in their 50s and 60s planning to stop work, and people already retired who want to make their money last.
Why it matters
Decisions made around retirement, such as when to stop work and how to draw an income from super, can be hard to undo. It helps to see the options side by side first.
When to get advice
- Five to ten years before you plan to retire
- When you’re deciding when to stop work
- When you’re about to start drawing on your super
How we help
We help you define what retirement looks like for you, then structure superannuation, investments and income strategies to support the lifestyle you want, now and into the future. We listen to your requirements and adapt our advice as your life changes.
Related tools
Who this often helps
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.