Retirement Income Assessment

We specialise in assisting pre-retirees and retirees in managing their interactions with Centerlink. We can help you understand what age pension entitlements you will be eligible for so you can confidently plan for your retirement and ensure you achieve the level of income you need to live comfortably.  we will sit down with you and discover: 

  • What you want to do or expect to do in retirement?
  • We can’t rely on the Age pension (alone)
  • Our expectations are certainly higher
  • We may have to look after parents as well as children
  • We can estimate what your retirement lifestyle will cost
  • We can estimate how much retirement income you will need to live that life
  • We can estimate how much capital you will need to generate that income
  • What is your retirement number?

To speak to our team about your Retirement, click here