We recommend seeking expert advice as part of your preparation for retirement to ensure you are maximising your savings and assets in a tax effective way. Our planners will discuss realistic and practical options to ensure you can enjoy a safe, comfortable retirement. Strategies and opportunities you will need to consider include tax free income streams, centrelink entitlements, allocated pensions and aged care provisions.


“We work closely with pre-retirees to create a blueprint for a comfortable lifestyle once they finish working”


As always, getting in early and creating a blueprint for your retirement will pay great dividends in the long run!

Strategic issues you may need to consider include:-

  • How to stage and structure your contributions to superannuation.
  • Transition to Retirement Strategies to boost your retirement savings and pay less tax
  • Recontribution Strategy for tax savings
  • Centrelink benefits and maximising your entitlements
  • Property decisions including downsizing
  • Estate and intergenerational planning, including tax implications
  • Aged Care – building your future aged care plan into your retirement plan.
  • You may require assistance planning and implementing aged care options for your elderly parents
  • Maximising inheritance


Financial Planner

Desley began her Financial Planning career in 2003 as a Paraplanner. She is a Certified Financial Planner (CFP) – one of the………………..

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Partner / Senior Accountant

Dean is a qualified accountant with over 20 years experience. He has completed a Masters in Commerce and his extensive accountancy background………..

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Senior Financial Planner

Ryan is an experienced financial planner having spent the first 8 years of his professional life with Australia’s largest financial services and banking group……….

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Director / Principal Planner

Aaron leads our Statewide Wealth team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify…….

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Schedule a call back and start your journey today!