A solid plan that supports your transition into retirement
Maintaining your wealth, lifestyle and legacy goals can play on your mind as retirement approaches.
We will help you to map out your current financial and family circumstances, to build a solid plan made with considered decisions, that will support you and your family into retirement and beyond.
Support your lifestyle and legacy
We will provide expert advice on all the things that will make your transition out of the workforce as smooth as possible, including superannuation, pensions, investments and estate planning.
The interplay between your income, investments, superannuation and your estate, requires careful and considered strategic insight, if you wish to maximise your opportunities, minimise your tax and provide peace of mind to your loved ones.
This is your retirement and you deserve to feel confident that the investment decisions you make now, will support your future lifestyle and the legacy you want to leave behind.
The first step is a brief consultation with one of our advisors, to discuss your retirement goals.
Our three steps to retiring right
Whether you are planning to retire in 20 years or 20 days, our philosophy focuses on putting a personalised financial structure in place:
Step 1: Identify your current wealth, lifestyle and legacy goals
Step 2: Match these with a personalised financial plan
Step 3: Confidence that your plan is on track with regular consultations and comprehensive reviews
Malcolm’s story shows it’s never too late to start retirement planning
When we started preparation for our retirement we had only paid our super fund contributions and realised this wouldn’t be enough to retire on. I believe that if we had looked after our own investments, without professional help and guidance, it would have proven to be inherently dangerous. Now I get to sleep at night and money gets transferred into our bank account at the end of the month.
Make a positive step towards retiring with financial confidence today
Have you also considered?
Take our 5 Minute Financial Health Check for a quick guide to your current financial situation
Professional Wealth Services Pty Ltd
ABN: 58 174 609 776
PWS is 100% owned and operated by its advisers, staff and management.
Australian Financial Services Licence No. 312047
Suite 3, Level 25,
100 Miller Street
North Sydney NSW 2060
PO Box 1815
North Sydney NSW 2059