Retirement Planning

Get the most out of your lifetime of hard work – enjoy a comfortable, stress-free retirement!

Everyone has a different picture of their ideal retirement. Maybe you see a future as a grey nomad, perhaps you have your eye on a coastal property and fishing boat, or maybe you want to start investing.

We can help you plan your retirement so that you can enjoy the good things in life and reach your lifestyle goals.

For an in-depth look at retirement planning see here for our guide to retirement planning.

Retirement Planning Strategy

Implementing a proper strategy for your retirement is essential to enjoying the later years of life. We focus on understanding what you really want out of your retirement and helping you achieve that.

Our retirement planners will help you clarify your goals, then develop an action plan that clearly sets out the steps you need to take to achieve these goals.

Our Custom Retirement Planning Involves

  • Establishing an accurate picture of where you are now
  • Identifying where you want to be and setting clear goals.
  • Implementing strategies, actions and investments to ensure you meet these goals

Our team are experienced in investing and will work with you to establish a retirement plan that incorporates a range of investment strategies.

The Benefits of Our Investment Strategy

  • Diversity in your portfolio
  • Protection against risk
  • Maximise your return
  • Meet your retirement goals.

Creating and executing a custom plan properly is crucial to achieving your ideal retirement. Each retirement plan is going to look different based on life stage, individual needs, preferences and lifestyle – we take the time to ensure these factors are carefully considered and taken into account.

We can also help you manage your superannuation properly and ensure your retirement plan compliments it.

We offer retirement planning in Brisbane and the surrounding suburbs. Call us on 07 3852 4114 to build a future you can look forward to.

Frequently Asked Questions

  • How do I plan my retirement?

    Creating a successful retirement plan takes careful preparation and knowledge. The steps you should generally follow include identifying exactly what you want, evaluating your current financial position, setting clear goals and implementing practical strategies, actions and investments to meet these goals.

  • How much do I need to retire?

    Retirement planning and the amount of finance you will need is dependent upon you. What costs will you need to cover? Basic living, social activities, hobbies, travel? When you retire, you live the life you can afford, and that depends on your planning. The Association of Superannuation Funds of Australia outlines general benchmarks for comfortable or modest living in Australia once retired. See our detailed guide here.

    To calculate the amount you will need to live your desired life after work you might like to consult with a financial advisor.

  • Why choose My Wealth Solutions to help plan my retirement?

    My Wealth Solutions is made up of an experienced team who listen to what you want and help you plan a retirement you can enjoy. In your initial free meeting with us, we will help you reach clarity about your goals and understand what your plan will involve. See what some of our clients have had to say about their experience with us.

    Once you decide to pursue a retirement plan with us we will work with you every step of the way to help you establish, move towards and reach your goals.