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.

How a Financial Advisor Can Help You

Perfect Foundations

Owning a home is a key milestone for many Australians as they begin their financial journey. We’re here to guide you every step of the way. We take the time to understand your unique goals and priorities, creating a personalised plan that’s easy to understand and tailored to your needs. Our approach not only helps you achieve homeownership but also focuses on building and protecting your wealth for a secure and prosperous future.

Pathway to Wealth

As you navigate through life, managing your finances might feel overwhelming, but it doesn’t have to be. By getting financially organised now, you’re laying the groundwork for a prosperous future. With a solid plan in place, you can take advantage of compounding returns, positioning yourself for long-term financial success. Let us help you build a strong financial foundation so you can confidently grow your wealth and secure your future.

Countdown to Retirement

Approaching retirement can bring uncertainty, but it’s never too late to take control of your financial future. You might be wondering, ‘When can I retire?’ Hiring an expert retirement financial advisor provides you with the clarity you need to answer that question confidently. We’ll help you understand when retirement is realistic for you, what kind of lifestyle you can enjoy, and how to grow your wealth to ensure a secure and comfortable future.

Retire in Style

Retirement is a major milestone, marking the beginning of a well-deserved chapter in your life. As you celebrate this transition, our top priority is to help you make the most of your retirement. We’ll guide you through the complex Centrelink advice, taxation and superannuation regulations, ensuring you maximise your benefits and enjoy the retirement you’ve worked so hard for. Let us help you navigate these challenges so you can focus on enjoying this exciting new stage of life.

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

Why is a pension advisor important for retirees?

When should I start working with a financial advisor?

Where Are You located?

Coleman Wealth is based on the financial planning services are based in Central Coast New South Wales. While our local office serves clients in the area, we also provide financial advisory services to individuals across Australia, including Sydney and other major cities and suburbs. With virtual consultations and secure online tools, we make it easy to access expert financial advice no matter where you are located.

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.

Sharon 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 1300 650 432

E info@count.com.au

W www.gpswealth.com.au

A Level 7, 115 Pitt Street, Sydney, 2000