Retirement Planning

Well done. You’ve worked hard, achieved a lot, and now you’re ready to start planning for the life you want to live when you retire.

Many Australians spend more than a quarter of their life in retirement. So, one of the most important decisions you'll ever make is knowing how you'll need to finance your lifestyle when you retire.

By this stage of your life, you’ve probably ticked a lot of boxes. You may have made significant inroads with your mortgage. Your children may be independent or about to start out on their own, or you’re enjoying the rewards of a long and successful career. And you’re beginning to think, ‘what next?’

An Adviser from Strategic Financial Planning provides the right financial advice to guide good decisions, setting you on the path towards a secure retirement — one that gives you the lifestyle you want and matches your life and financial goals.

With the right financial advice, planning for your retirement, means planning for your financial freedom.


“You know that retirement is coming. It isn’t as though it just shows up one day and takes you by surprise, so you need to get ready for it.” – Warren Buffet

What do you need to know to plan for a good retirement?

  • How can you make the most of disposable income before retirement?

  • Strategies for paying the mortgage off and becoming debt-free

  • How much wealth do you have in super and other assets outside the family home?

  • When will you be able to access your super?

  • Are you eligible for the Age Pension?

  • What type of income stream will you have when you retire?

Strategic Financial Planning can help you to create the retirement lifestyle you want by:

  • Providing technical advice around tax and structuring assets

  • Determining the best time for you to retire based on your financial situation and lifestyle plans

  • Developing a plan to accumulate enough retirement savings within your timeframe

  • Reviewing and recommending the best retirement income products to maximise any entitlements to social security benefits

  • Reviewing and updating your insurance arrangements so you are not under or over insured

  • Advising whether you need to talk to a solicitor to create a comprehensive will or to update your current will

Ready to get started?

  • (03) 6220 8330

Related Insights

How are Aussies managing their super?

Posted on February 22, 2018

More Aussies Delaying Retirement

Posted on November 18, 2017