If you're 60 today,
you have 750 Mondays ahead.
That’s the number of Mondays between ages 60 and 75
– your most active, healthiest years in retirement.
If you're 60 today,
Our Approach
Retirement is your time to live fully and with purpose. With thoughtful planning and experienced guidance, we help you make the most of your 750 Mondays — the best years of your retirement.
Peace of Mind
We make sure your retirement plan stays on track — so you can relax and enjoy life knowing your future is secure.
Freedom to Live
We give you the confidence to spend on the things you enjoy, while still planning for tomorrow.
Life Stages
Retirement evolves. We plan for the active years, the quiet years, and the care years — helping you stay confident as your needs change.
What we do
Tailored advice for your most active years, then a plan that adapts as life changes.
Retirement Planning
Turn your savings into a reliable, rising income—modelled in stages so you can spend more now and stay secure later.
Superannuation
Make your super work harder with the right structure, fees and contributions—before and after you retire.
Wealth Protection
Protect your plan from the unexpected with the right cover, ownership and premiums (inside/outside super), reviewed as life changes.
Peace-of-mind
Annual check to confirm you’re on track and adjust for life changes—no surprises
Investments
An evidence-based portfolio matched to your drawdown needs, tax and risk—reviewed regularly.
Estate Planning
Keep control of who gets what, when and how—coordinated with your solicitor and super beneficiaries.
Aged Care
Clear fees, funding options and Centrelink strategy—so decisions are confident, not rushed.
Debt & Cash flow
Use cash, offsets and pensions smartly to lower interest and smooth income in the early years
Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery Call
Let’s start with a relaxed chat to understand your goals, what’s important to you, and how we can help.
Gather Information
We take a complete look at your financial situation — your income, assets, super and lifestyle — so we can see the full picture.
Your Financial Plan
We create a personalised plan that aligns your finances with your goals and helps you move forward with clarity and confidence.
Implementation
Together, we put your plan into action — managing the details and coordinating with any other professionals as needed.
Ongoing Support
Your plan isn’t set and forget. We’ll meet regularly to review your progress and adjust as life changes — keeping you on track and confident about your future.
Insights
Finding Purpose Beyond the Pay cheque
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The Five-Year Countdown to Retirement
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Retirement: It’s Not Just About the Numbers
When people first think about retirement, the focus is almost always financial — super balances, investment returns, and whether the…
