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Spend retirement your way

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You've worked hard and you've got a decent nest-egg saved.

But you still wonder...

  • Do I have enough money?
  • Will my money run out?
  • Is that big trip I've been dreaming about just a pipe dream?
  • Can I afford to occasionally spoil my kids and grandkids?
  • What happens if the share market crashes again?
  • Do I qualify for the Age Pension or a Health Care Card?
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Plan ahead

Retirement is five or fewer years away, and you’re dreaming about all the beautiful things you will see and do. Plan for life after work and make the most of every financial opportunity available to create choices for your future.

Reap the rewards

You’ve already leapt into life’s next chapter, and you’re enjoying all the things you never had time for before. Feel confident you will have enough money to maintain your lifestyle now and in the future.

Flying solo

You’re managing your retirement without a partner and want to know your money is safe and set up correctly so it will last. Get the guidance and support you need to feel financially secure and look ahead with hope and optimism.

Feel financial confident about retirement

We get it. Life and market uncertainties can leave you feeling unsure about your retirement. That’s why we help to uncover your financial blind spots and give you a clear plan and guidance.

Reassurance

01

Feel confident your money is safe, that you will have enough to live on and that it won’t run out.

Guidance

Have an experienced team by your side, guiding you with patience and encouragement.

02

Choice

Spend your money (guilt-free), enjoying the things that matter most to you.

03

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Live retirement to the full, confident your money will last the distance.

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We take the guesswork out of retirement planning

There is no set-and-forget at WP Wealth Professionals. We offer mid-year and annual reviews so your retirement plan can adapt to life’s inevitable changes.

Identify your retirement goals and timeframes.

Find smarter and faster ways to grow your retirement savings through investing inside and outside superannuation.

Access your superannuation as you wind back your work (Transition To Retirement strategies).

Look at tax effective strategies to maximise Age Pension and government entitlements while one spouse is still working and the other is retired.

Review your income and cashflow requirements.

Identify if your finances are structured to maximise government benefits (Age Pension, Job Seeker, Health Care cards).

Recommend superannuation income stream strategies including annuities and pensions.

Review your estate plan.

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