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Here are a few real-life examples of how we’ve helped people in this stage of life get their future sorted.
Client Stories
Real Stories from Clients Planning Ahead
Mark & Lisa: Building Security Before Retirement
With retirement still 10 years away, Mark and Lisa came to us feeling uncertain. They had good incomes but weren’t sure how well they were tracking. Together, we helped them understand their current position, shift some savings strategies, and map out a clear path. The result? Less stress and a clear plan for the years ahead.
Peter & Anne: Planning for Early Retirement
Peter and Anne had a dream of finishing work earlier than most. We worked with them to maximise their super contributions, restructure some investments, and take advantage of transition-to-retirement strategies. With a plan in place, they’re now on track to step back well before 65.
Helen’s Journey to Retirement
Helen was in her mid-50s and wanted to feel more in control. We helped her understand how much she’d need in retirement, where she stood, and what moves would make the biggest difference over the next 8 years. Today, she’s more confident and focused than ever.
Real Stories from Clients at the Retirement Crossroads
Here’s how we’ve helped clients navigate the final stretch and start retirement on solid ground.
Janet’s Smooth Transition to Retirement
Janet was a successful business owner ready to step back but unsure how or when to do it. We helped her time her super withdrawals, restructure her income, and create a flexible plan that allowed her to ease into retirement without sacrificing lifestyle.
Richard & Wendy: Planning After a Health Scare
Richard’s sudden health issue forced him to stop working earlier than expected. We helped Richard and Wendy quickly restructure their finances, access super, and claim the right Centrelink entitlements all while keeping their long-term goals in focus.
Sarah & Emma: Optimising After a Property Sale
After selling an investment property, Sarah and Emma were unsure how to manage the funds as they both approached retirement. We helped them structure their super contributions, reduce tax, and turn the proceeds into retirement income without disrupting their Centrelink entitlements.
Real Stories from Retirees We’ve Helped
Retirement looks different for everyone - here are a few examples of how we’ve helped our clients stay in control and enjoy their lives with less financial stress.
Graham’s Retirement Reset
Graham came to us feeling like he’d lost direction. His financial setup no longer suited his lifestyle or goals, and he wasn’t sure how to fix it. We reviewed his structure, rebalanced his investments, and helped him feel back in control of his money and his future.
Peter & Susan: Building a More Tax-Efficient Retirement
Peter and Susan had already retired but were unsure whether their financial structure was still the best fit. By working through their income needs and legacy goals, we adjusted their strategy to reduce tax, protect their estate, and improve their overall cash flow.
Alan’s Retirement & Estate Planning Journey
Alan had simple needs in retirement and big questions about how to leave his estate to his children in the most efficient way. We helped him navigate superannuation rules, inheritance tax concerns, and set up the right structures to protect his legacy.
