Helping you retire and invest wisely

The secret to a successful retirement is a sensible strategy and reliable investments. Our video below explains the key elements required for a retirement plan(12 mins). Thousands have watched this video, a couple recently had this to say after watching the video and their free initial consultation. 

Having you explain all these structures last night was both daunting and exciting at the same time, but overall it was great to see what focused financial planning can do and what peace of mind it will bring at the time when we need it. How you dealt with us, and what you explained to us, was exactly in line with the video of yours that I watched late last week.  If you need any further information from us in the meantime to get things started, please let me know.  Thanks again, and we will talk soon.  - RD March 2021.

HOW MUCH DOES ADVICE COST?

Most retirees using our service pay for the creation of a strategy. This includes a review of current superannuation or pension products, production of a detailed financial model and advice regarding what to do in the future. This generally will take between 2 and 4 hours. We often recommend clients not pay ongoing advice fees. Our service is billed at $350.00 per hour plus GST. Seniors receive a 20% discount, and the first meeting is always free.

Things to Consider on your Retirement

Once you know how much income you may need, for how long and where it may come from, you can work out whether your retirement planning is on track.

Convert your super into a retirement income

Learn how to turn your super into a regular income.

Help your retirement savings last longer

Explore some ways to help your retirement savings go the distance.

Are you retirement ready?

Our Retirement forecaster can help you see whether you're on track to living the retirement lifestyle you want.

The Retirement Planning Process

Ask for help, we'll walk you through the entire process.

1 Set your Goals

Lifestyle goals

Income / cashflow goals

Expenditure goals

Investments return goals

2 Choose a Retirement Date

Today? Soon? 65?

3 Create a Plan

Optimise centrelink benefits, a tax plan, a cashflow plan, expected returns, your super and investment strategy to create a plan that ensures financial stability and security in your retirement

4 Implement a Plan

Change from your current situation to the new strategy in preparation for retirement.

5 Retire

Congratulations! You’ve made it.

Holidays, hobbies, family are the beginning. You can relax and enjoy retirement feeling financially secure

6 Manage retirement money

Monitor investment performance. This is critical to the sustainability of your lifestyle and plan.

7 Grow your wealth

Keep your next egg growing while you can

8 Set your ongoing review plan

Check fees, investment performance and if you are on budget to continue forward with enough to live comfortably.

9 Relax and enjoy life

Knowing your plan for the future is in place.

Things to Consider on your Retirement

Once you know how much income you may need, for how long and where it may come from, you can work out whether your retirement planning is on track.

Convert your super into a retirement income

Learn how to turn your super into a regular income.

Help your retirement savings last longer

Explore some ways to help your retirement savings go the distance.

Are you retirement ready?

Our Retirement forecaster can help you see whether you're on track to living the retirement lifestyle you want.

“From my very first meeting with Peter I have always found him to be professional, easy to communicate with and approachable. Being a first time investor I have many doubts and questions. Peter is a phone call away to set my mind at rest. I have made a personal long term commitment to deal with Peter, allowing him to take charge of my financial investments and my future, and I know my decision was definitely the right one.”

First Time Investor

“Peter was patient and helpful with my retirement needs”

Retiree

“I have great respect for Peter’s honesty, ability and friendly manner towards myself and my family. At all times when I have asked on Peter he has promptly assisted me, someone who has very little knowledge of financial planning or shares. This is greatly appreciated and I look forward to a long and successful association with Peter. I would highly recommend Peter to person’s requiring a financial planner. Peter is a credit to his profession.”

Retiree

“Pete and I speak often. The advice is great and the newsletter is great. Keep up the good work.”

Superannuant
(Executive with a superannuation benefit)

“I hold Peter in the highest esteem in regard to my financial needs and hope to continue having Peter and his team as my financial adviser. Keep up the good work.”

Superannuant

“Peter’s work to date is excellent. I would recommend him to potential clients”

Superannuant
(Financial controller with a superannuation benefit)

“Initial advice is not easy to understand when you first retire. Peter was patient and helpful.”

Retiree

“Very happy with current performance”

Investment Company Director

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