Service Category: Retirement

Retirement Strategies

Retirement is just a fancy word we use – but really what most people are talking about is choices.

You want the choice to work or not work, the choice to go on holiday, the choice to help your family or bless others.

Our purpose is about unpacking, building and planning for these options you want in your life, and working different funding and income strategies together to achieve your goals.

The most common tool is superannuation (“super”) but it is just one in a number of tools and strategies to build your income to meet your goals.

Some clients rely a little or a lot on the Centrelink Age Pension (or DVA version), whereas others are sufficiently self-funding.