You’ve worked hard your whole life, the kids have left home and are raising their own families.

It’s your time to celebrate YOU.

Retirement can often be a difficult transition time when days are no longer ruled by work commitments and family obligations. It’s a time when people can redefine themselves and invest in hobbies and passions they may have always wanted to try. It’s a period where time is on your side. There are so many choices on how people can spend their retirement years.

When we see clients preparing for retirement, we discuss how they see themselves spending that extra time, and we establish what needs to happen so they can enjoy the retirement of their dreams.

Here are some of the things our clients are looking forward to;

We find that retirement planning helps our clients stay focussed on their financial goals. The role of a financial adviser for us, is to take client goals and then help clients see them through to success. For some clients this is investment advice, for others retirement advice, for others superannuation advice and SMSF advice. Whatever our clients need, we do our best to provide it.

With that in mind, all of our plans and advice are considered from both a long-term and a short-term point of view. There's no point in planning for retirement if the advice you receive isn’t implementable now.

Our clients’ retirement dreams are all different and so is the advice they receive. We are always happy to help provide a successful wealth management plan, regardless of whether retirement is in 1 year, 5 years, or 20 years.

As a special bonus, sometimes our clients bring us fantastic ideas for their retirement. From holiday destinations we’ve never heard of, to hobbies we didn’t know existed, and a love for their families and communities that is brilliant to see.

The benefit of helping so many people plan their retirement isn’t just helping them succeed. You also get to keep a list of the best ideas for when it’s your turn.