RETIREMENT PLANNING

Retirement Planning

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. 

Retirement lifestyle
personalised retirement advice

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.

Malcolm James

Make a positive step towards retiring with financial confidence today

Have you also considered?

FAMILY SUCCESSION

FAMILY PROTECTION

Investment

INVESTMENT

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

 

 

 

ADDRESS

 

Suite 3, Level 25,         

100 Miller Street

(Northpoint Tower)

North Sydney NSW 2060

 

PO Box 1815

North Sydney NSW 2059

 

 

 

EMAIL

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