Financial Planner for Retirement
Planning for retirement is one of the most important financial steps you’ll take. Our expert financial advisor is dedicated to helping you transition smoothly into retirement by creating personalised strategies to secure your income, optimise your superannuation, and minimise tax obligations
Tailored retirement planning to help you maximise your wealth
At Coleman Wealth, we know that no two retirements are the same. That’s why we offer tailored retirement planning designed to suit your unique needs, lifestyle, and goals. Our expert financial advisor works closely with you to create strategies that maximise your wealth, ensuring your superannuation, pension entitlements, and investments are optimised for long-term financial security.
Whether you’re focused on creating a steady income stream, protecting your assets, or reducing tax liabilities, we’re here to help you enjoy your retirement with confidence and peace of mind. Let us guide you toward a future where your hard-earned wealth works as hard for you as you did for it.
Why choose a financial advisor for retirees?
Navigating government pension and entitlements with ease
Understanding and maximising your government pension entitlements can be challenging, but Coleman Wealth is here to make it simple. Our tailored approach ensures you receive the maximum benefits you’re entitled to while aligning your pension with your broader retirement strategy. From initial applications to ongoing eligibility management, we handle the details so you can focus on enjoying your retirement with peace of mind. Trust Coleman Wealth to simplify your pension planning and secure your financial future.
SMSF Advice
As you approach retirement, managing your Self-Managed Super Fund (SMSF) shifts from growing your wealth to accessing it in a way that supports your lifestyle. Moving your SMSF into pension phase can offer tax advantages, but it also comes with important rules and responsibilities. At Coleman Wealth, we specialise in guiding clients in Australia move into this transition, helping you structure your withdrawals, stay compliant, and make the most of your retirement savings with confidence and clarity.
Frequently Asked Questions
Your financial future starts with a conversation.
Ready to take the next step? Our team of financial planners, accountants and mortgage brokers are here to help you make confident, informed decisions — whatever stage of life you're in.
General Advice Warning: The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Disclaimer: Whilst Coleman Wealth Pty Ltd is of the view the contents of this website are based on information that is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Coleman Wealth Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Coleman Wealth Pty Ltd or GPS Wealth Ltd.
Count Complaints Policy FinalSharon Goodwin is an Authorised Representative of GPS Wealth Ltd AFSL 254 544, Sharon Goodwin is a Sub-Authorised Representative of Coleman Wealth Pty Ltd ABN 93 670 350 071, a Corporate Authorised Representative (455141) of GPS Wealth Ltd ABN 17 005 482 726
Licensee contacts
T: 02 8074 8599
A: Level 11, 45 Clarence Street Sydney NSW 2000