Our aim is to land you safely at destination retirement with the level of income you ideally need to maintain your chosen lifestyle. Maximising the lifestyle you have in retirement doesn't just happen — it requires a strategy, self-control and a financial roadmap.

We work with our clients to quantify the assets and superannuation funds needed to generate desired future income levels. We set markers and targets to track our progress.  Getting a lot of small financial decisions right makes a big difference in the long run.

First we need to have a conversation with you and answer some of the following questions:

  • At what age would you like to stop working full-time?
  • What does your ideal retirement look like?
  • How much money will you need to live on in retirement?
  • When and will you qualify for the age pension?

Once we understand this we are in a better position to make plans. It may be that you need to start putting more cash aside, and the longer you have before full retirement the better because time is the most important ingredient in financial planning.