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PLANNING FOR THE LIFESTYLE YOU DESERVE

Retirement Planning
& Superannuation

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Characteristics
  • FORWARD THINKING
  • GROWTH FOCUSSED
  • PEACE OF MIND
  • ATTENTION TO DETAIL
  • LOW RISK
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ENJOY THE RETIREMENT YOU DESERVE

Overview

Over time, your financial life will have its ups and downs, but with careful planning and an eye on your goals, you can achieve the lifestyle you seek. We’re here to guide you through life’s variability, making the most of your highs and carefully navigating the lows.

Since each person is unique in their current circumstances, tolerance for risk, family obligations and long term goals, we approach each client as the one-of-a-kind person they are. With flexibility and discretion, we help you to craft unique wealth management solutions that meet your needs.

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RETIREMENT PLANNING AND SUPERANNUATION SERVICES
Transistion to Retirement

Transition to Retirement

Recent superannuation changes make it possible for you to use some or all of your super before you fully retire, and this option may allow you to ease into retirement slowly. Our wealth advisors can help you to evaluate this option and how it would affect your personal financial situation, both now and in the future.

Lifesytle

Retirement Lifestyle Planning

Retirement should be one of the most rewarding phases of life, a time to finally enjoy your achievements and spend time with those you love. The sooner you start planning, the more options you’ll have regarding your future lifestyle. Leverage our deep wealth management and financial planning expertise to work toward achieving the retirement lifestyle you deserve.

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Meet the Retirement Planning & Superannuation team

  • MattS-Thumb
  • Karen-Thumb
  • Rod-Thumb
  • Adam-Thumb-2
  • Chris V-Thumb

Matt Smith

Director

Matt is a tireless, results driven adviser with a passion for collaborating with clients to help them make optimal financial decisions. Focussed on a seamless alignment between aspirations and strategy, Matt’s purpose for being professionally is to deliver peace of mind that financial decisions made now are supportive of a successful financial future for his clients.

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Rod Dickinson

Director

Making complex situations simple and understandable, and seeing clients meet long term goals is where Rod gets the most professional satisfaction.

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Adam Montana

Principal Client Adviser

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

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Chris Villegas

Associate Adviser

Chris is a multiskilled Associate Adviser! This means he is able to provide expertise across many areas ranging from investments, superannuation, insurance, strategic advice, compliance guidance and protection to advisers and staff internally as well as to clients.

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Karen Doutty

Associate Adviser

Karen is an Associate Adviser who is passionate about working with clients to ensure their goals are identified and a plan is put in place to meet them. Karen loves working through different strategies to ensure the client gets the best outcome for their future.

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NICE WORDS. KIND PEOPLE
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HELPLFUL CONTENT

Suggested Resources

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