Retire the right way. Your way.

Financial planning for retirement in Perth.

Set your retirement goals. Leave the financial planning to us.

Our financial advisers are here for you through all life’s big transitions. And they don’t come much bigger than retirement. That’s why retirement planning is such a big focus for us.

Superannuation. Investments. Savings. Retirement planning can be a confusing business.

Our financial and retirement planning advisers in Perth will sit down with you, help you define your retirement goals and put a plan in place to make it happen.

The first rule of retirement planning: Start now.

It doesn’t matter whether you’re in your twenties or already retired, planning and managing your retirement investments is something you need to be doing now.

The longer you drift into and through retirement, the fewer choices you’ll have and the less likely it is you’ll be able to retire the way you want.

How we can help.

Enjoy more retirement choices.

Carry on working. Work part-time. Volunteer or go travelling. Buy that boat or help your kids out financially. Our retirement planning process and financial advisers in Perth help you plan and choose when and how you retire. And the sooner you start, the better the outcome.

Plan Your Retirement

Ease into retirement.

There’s a lot riding on the financial choices and investment decisions you make in the run-up to retirement. It can be an uncertain and stressful time, but with our objective retirement and financial planning advice, it doesn’t have to be. Even if life throws you a curveball.

Make your transition easier.

Revel in your retirement.

If you’ve tapped into our retirement planning expertise, you’ll have a personalised financial and investment plan. But even then, you can easily find yourself stressing out instead of enjoying your retirement time and funds. Stay calm and in control with our financial advisers.

Manage Your Retirement

Get the most out of your super.

Should I switch funds for better returns or lower fees? Should I make extra contributions? How do I take full advantage of my superannuation and optimise my super investments? Ask Perth’s superannuation advice experts – our retirement and financial planning advisers.

Optimise Your Super

Ask our team in Perth your retirement questions.

How much money do I need to retire?

Our financial and retirement planning advisers are asked this one all the time. And the truth is, it’s the wrong question. Everyone’s different, so the first question is: what do I want my retirement to look like? When we know the answer to that question, that’s when we can start retirement planning.

Should I choose an industry or a retail super fund?

The short answer: it doesn’t really matter. All superannuation funds adhere to the same regulations, so they’re pretty similar in most respects. It’s more important to look at the fees funds charge, the way you structure the investments in your super and any additional benefits attached to your super, such as insurance. That’s how you make the most of your superannuation.

When should I start retirement planning?

Yesterday. Whether you’re starting out in your career, or transitioning to retirement over the next ten years, the sooner you set your retirement goals and start planning your savings and investments around them, the better. Arrange a no-obligation conversation with our financial advisers in Perth.

Get personalised, objective retirement planning advice.

We work for you. This means when you turn to our financial advisers in Perth for financial and retirement planning advice, you can rest assured it’s always in your best interests. No ifs or buts. No commissions on superannuation. No percentages on investments.

Book a no obligation phone call