We love sharing our clients experiences and how we have assisted them in retirement planning
Helpful links + resources
for financial planning
ASFA
Since 2004 The ASFA Retirement Standard has served as Australia’s trusted retirement savings companion, providing a comprehensive breakdown of expenses for both a comfortable and modest lifestyle, for couples and singles to maintain a healthy, vital and connected lifestyle in retirement. It also estimates the superannuation balance required to achieve this.
https://www.superannuation.asn.au/resources/retirement-standard
Super Guide
https://www.superguide.com.au/in-retirement/3-stages-retirement-how-plan-retirement-spending
Seniors Personal Record Book
Download PDF here
Money Smart
https://moneysmart.gov.au/
We help you navigate and plan for the 3 Phases of retirement
Phase 1
Celebrate + Splurge
60-75 years
In the first 10 years of retirement we see our clients buy a new car, do some home renovations and explore overseas travel.
After all you have worked hard for the last 50 years – you totally deserve it!
We assist by advance planning to ensure Phase 1 of your retirement looks like you want it to.
Phase 2
Relax + Enjoy
75+ years
The following 10 years of retirement brings us to Phase 2, where we often see our clients enjoying a comfortable lifestyle and exploring more local travel around Australia.
Retirement plans give you the financial confidence and ensure you get as much out of Phase 2 of your retirement as you can.
Phase 3
Health + Homecare
In Phase 3 our clients are often slowing the pace of their lifestyle. They may be experiencing some medical issues or looking to a retirement village, home care or aged care.
Planning for Phase 3 is very important and is often overlooked until it is required. Planning ahead assists you and also your family.