Retirement Planning
for Future Prosperity

You’ve worked hard all those years – Let’s plan for you
to live well in retirement

Retirement Planning for Future Prosperity

You’ve worked hard all those years – Let’s plan for you to live well in retirement

When it comes to retirement planning, you want to be assured your future finances will provide the freedom to choose where you live and how you spend your time and money.

At Prosperity Planning, we take the time to listen and understand your individual situation before providing options which deliver flexibility during the various stages of retirement.

With our wealth of experience and knowledge of financial strategies, we can often see options for our clients which others may miss, enabling us to structure your retirement plan in the best possible way. There is no right or wrong – it’s just about understanding what will give you, our client, the best possible outcome.

Strategic Retirement Planning – Securing Your Financial Future

When it comes to superannuation and SMSF, we provide sound advice on the most suitable options for your current situation and future goals. We can assist in setting up and running a self-managed superannuation fund, including administration, investment strategies, investing inside your SMSF, ensuring tax returns are completed and all tax implications are met.

Perhaps you’d prefer to transition to retirement? Find out how you can reduce work hours without financial loss while drawing an income stream from your super … before you actually retire! Ask us about beneficial transition-to-retirement options which may be able to boost your superannuation and help you save on tax at the same time…

We focus on providing strategic retirement planning advice based on the most tax-effective wealth building techniques. Each person’s case must be carefully considered in order to preserve future wealth and maximise outcomes. It’s vital to get the right advice in an appropriate timeframe. Let’s ensure your years of hard work are justly rewarded in your senior years.

No. 1 retirement planning tip:

It’s never too early to start! Now is the time to speak with our retirement strategist and superannuation expert, Gayle McKew.

Let’s chat about your superannuation and retirement options...

Call Gayle on 0407 159 298 to discuss how we help secure your financial future.