Are you retired or planning to retire within the next 12 months?

Retirement marks a significant milestone in an individuals life, often celebrated with longtime work colleagues who have become close friends over the years. This transition symbolises a shift from the hustle of work to the tranquillity of the golden years—a move from the demands of a career to a more leisurely lifestyle. This transition provides the opportunity to rediscover passions, create lasting memories with loved ones and savour life's simple pleasures.

However, not everyone navigates this change seamlessly. Some individuals may feel uncertain about how to occupy their time and experience anxiety about losing their employment income. We can assist in ensuring a smooth transition, making necessary adjustments to your superannuation to align with this new life stage and assisting in establishing new income sources to replace the employment income.

Retire in style - pink piggybank with glasses on a deckchair on the beach

Our top priority is to help you navigate the complex rules and regulations that are applicable to superannuation and government pensions, while maximising potential entitlements. Alongside guiding you with this transition process, we will investigate potential strategies that can be implemented to minimise tax payable on the transfer of your assets to your beneficiaries.

After a lifetime of hard work building your wealth to where it is today, now is the time to enjoy the peace of mind knowing that your hard-earned money is actively working to support you in this new chapter of life. With the right plan in place, you can rest assured that your retirement needs will be met, allowing you to maintain a comfortable lifestyle that reflects your efforts.