Before retirement · Pakenham
The run-up to retirement, done right.
Retirement might still be a few years off, but this is the stretch where the smart moves pay off — planning your tax and super, clearing debt, and answering the big question: when can you comfortably stop? We help you get set, so you arrive ready.
Sound familiar?
The questions we hear at this stage
If any of these are on your mind, you're in exactly the right place.
“When can I actually afford to stop?”
You want a real answer, not a guess — a date you can plan around.
“Am I making the most of these years?”
The run-up to retirement is when tax, super and debt decisions count the most.
“What should I do with my SMSF?”
Keep running it, or wind it up cleanly before you retire?
How we help
Getting you retirement-ready
Work out when you can retire
We model your numbers — super, savings, the lot — so you know the earliest you can comfortably stop, and plan your tax and contributions to get there.
Debt-free by retirement
A step-by-step, tax-effective plan to clear what you owe before you stop work.
Running your SMSF
Keep your fund in good shape — strategy, structure and income — with us working alongside your accountant.
Winding up an SMSF
If your fund has done its job, we handle the exit cleanly and tax-effectively.
When's the right time to start?
Often, the day you turn 60. Book a complimentary, no-obligation 15-minute phone chat and we'll talk through where you're up to and what's worth doing now. We'll quote any fees up front, so you know exactly where you stand. (It's general information, not personal advice.)
Book your chatOr call us on (03) 5941 5955 · Mon–Thu, 8:30am–5:00pm
Recommended to lots of friends who have all been equally impressed with the knowledge and personal attention they have received.
Well done to you all and thanks again
Mary and Aiza are amazing with fantastic financial guidance, thanks to them I’m living my best life,
Thank you very much