Thinking about retirement?

RSA specialise in helping people to prepare and implement sound, reliable retirement plans. Each retirement plan created  considers your assets, liabilities, current income, cashflow needs in retirement, taxation, Centrelink, superannuation, pension plans and more. Below is recent feedback from clients asking for help. To schedule an appointment, click on the FREE initial consultation diary and choose a time.

What Retirees have said about service provided by RSA.

Denise - I contacted Retirement Services when I saw them advertised in the Seniors Card newsletter because I wanted information on how to 'transition' from superannuation to an allocated pension. Peter was extremely helpful and it was a most enlightening session. He was clear and thorough in going through all the details with me, and being able to get the financial analysis spreadsheet after the session was a most unexpected and extremely welcome bonus. The advice he gave was measured, honest and sound, and I felt most reassured and in control after speaking to him. I'd highly recommend him to anybody needing retirement financial advice!  Retiree 26 May 2021

Dr Anthony G  - We approached Retirement Services Australia because our own plans for retirement were disrupted by an unexpected redundancy only weeks before my 60th birthday. My wife and I had to re-calibrate our financial plan and seek advice about future income and the complications of having just signed off on construction of a new home for our future retirement. A lot to juggle. Peter, at Retirement Services Australia, was able to provide us with a very clear picture of our present and future financial position. He was able to reassure us, during a stressful transition like this, that we would be OK and did not need to be concerned for the future if we took a few prudent steps with regard to our superannuation and savings plan.  The plan he provided is sensible and eases our burden of worry. Retirement Services Australia delivered for us in a very satisfactory way. 17 May 2021

Jacquie - I have been impressed with the promptness and help given to me. It was thorough and comprehensive and all my questions were answered with confidence and accuracy. Retiree 26 May 2021.

Read what others have said - Click here

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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