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Stage 05

Preparing for Retirement

Consolidating with confidence and right focus

Financial decisions made in the last decade before retirement can set the scene for the rest of our financial life. The planning discussions evolve around your future lifestyle and the income required to fund it. The thought of retirement can feel scary and our experts will make sure you always feel understood and in control.

Stage 05

Preparing for Retirement

Consolidating with confidence and right focus

Financial decisions made in the last decade before retirement can set the scene for the rest of our financial life. The planning discussions evolve around your future lifestyle and the income required to fund it. The thought of retirement can feel scary and our experts will make sure you always feel understood and in control.

The 7 Stages of Life

The Preparing for Retirement journey

Defining priorities

We’ll guide you in defining your new investment objective of lifestyle sustainable income which will need to last longer than you.

Establishing good habits

From the first conversation to implementing your plan, we take time to explain the new concepts, so together we can focus on what matters.

Navigating unknown

Understanding the daily noise around retirement, we will explain the real risk you need to be aware of and decisions you need to make to retire with confidence.

How we can help

Typical scope of work for this stage

We specialise in assisting clients who want to take control of their future and start on the own path to financial freedom. We typically address the following areas:

Goals reset and new plan

Reviewing what matters and addressing new priorities to focus on moving forward.

Investment planning

Distribution of financial settlement with new priorities and objectives in mind.

Super and retirement planning

Retirement objectives have changed and so will your new strategy to reflect the new goals.

Budget & cash flow management

Setting new priorities, aligning your expenditure with the new circumstances

Debt strategies

Making sense of new responsibilities and right ways to structure and pay off debt effectively

The new plan B

Reviewing the impact of changes in circumstances and beneficiaries

Clients Like You

Real stories, real outcomes.

Each of our clients has a unique story and set of circumstances, but in each story many things will resonate. Find out how we were able to help our clients work towards future goals and dreams.
Eyes on the horizon

Planning for the future – Deb Campbell’s story

Deb Campbell talks about planning for the future and her experience with Senior Financial Planner and Partner, Gary Winwood-Smith.

 
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Planning her best years

Dreams & future plans – Janice Fenton’s story

Everyone has a story of dreams and future plans. And this one belongs to Janice.

 
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More than money

A valued relationship – Robert Harris’ story

Robert is an IT Contractor with four children and shares why he’s such a firm believer in what Sydney Financial Planning offer in terms of services both monetary related and relationship based.

 
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Explore More Client Stories
Your Specialists

Matched to your life stage

Each stage below has a dedicated specialist planner and a deeper page with tailored strategies, client stories and a matched adviser. Click any stage to explore.
Your Specialists

Questions we help you answer

We deliver comprehensive advice that compares different options to help you make the best decision for your future. With consideration given to what truly matters at this stage of life.

Getting the foundations right now makes everything that follows simpler, cheaper and more rewarding. Partnering with an expert provides the confidence to act – and investing in your financial literacy is your best investment yet.

Explore more on what we do

Logo - Charter Financial Planning
Logo - ASTRUM Awards - Practice of The Year Finalist
Logo - ASTRUM Awards - Customer Excellence Finalist
Logo - Most Trusted Advisors Award
37 Years Est.| 80 Years Experience| 5 Most Trusted Advisor| 3 Locations
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