Retirement Planning

We work together with you to build the right retirement plan for you and your goals.

Get the most out of your lifetime of hard work. Enjoy a comfortable, stress-free retirement with our help!

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 imagine long brunches and golf trips with friends.

We can help you plan your retirement so that you can reach your lifestyle goals and spend your well-earned retirement years doing what you love.

Whether you’re already retired, are ready to make the transition or are just starting to think more about retirement, our financial advisors in Brisbane & Sydney are here to help you create your dream retirement.

Our retirement plans include strategies for your superannuation, investments, tax & accounting, personal insurance and budgeting and cash flow.

Our Customised Retirement Advice 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 Brisbane financial advisors and Sydney financial advisors are experienced in comprehensive retirement planning and work with you to create a personalised strategy to enhance your wealth and potential before and after retirement. It is never too early to start planning, so contact our team today.

Start With Your Free Consultation

The Benefits of Our Investment Strategy

An retirement investment strategy can be integral in a well-developed plan. Our investment strategy factors in your level of risk sensitivity and your timeline to create a personalised plan to support the rest of your retirement plan. Our investing for retirement strategy means:

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

Each retirement plan will look different based on life stage, individual needs, preferences and lifestyle – we take the time to ensure these factors are carefully considered and incorporated.

We focus on understanding what you really want out of your retirement and helping you achieve that.

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

Start Planning Your Retirement

Want an in-depth look at retirement planning?

Read our comprehensive step-by-step guide to retirement planning.

Read The Guide

CLIENT TESTIMONIAL

I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.

Ian J.

CLIENT TESTIMONIAL

I was recommended Guy Freeman’s help with planning my financial future, and am very satisfied and reassured by his input over the last couple of years. I’ve actually received more input than I thought possible…sound investments; making a will, life insurance, income protection insurance, and realistic plans for retirement… I feel ‘looked after’ by this company, and excited about my financial future.

Jack H.

CLIENT TESTIMONIAL

My experience with My Wealth Solutions has been positive from the beginning. Ben answered my many questions and took the time to discuss any concerns in detail to clarify any grey areas. I’m very happy with MWS and look forward to a long association with them. I would recommend My Wealth Solutions to anyone looking for excellent financial advice/planning.

Margaret G.

CLIENT TESTIMONIAL

After 20 years of working, we had no real direction when it came to planning for our financial future. After deciding to visit My Wealth Solutions, we now have achievable financial goals and we couldn’t be more confident that the strategies employed will ensure a comfortable retirement. The MWS team took the time to understand our current financial situation, needs and wants…Guy and Nikki…explained all aspects of their advice in a clear language that was easy to understand.

Mick & Dani I.

award winning and highly recommended