Retirees

Retirement should be a time where you're focused on pursuing your passions. That's why we take care of your financial world, so you can enjoy your retirement to the fullest.

Worry less about money and focus more on enjoying your retirement with a little bit of help from your team of retirement planners.

It’s finally here: the golden years of your life. After taking a step back from the working world, you’re now able to focus on the things and people you love.

Whether it’s spending more time with your grandchildren or finally jetting off on the overseas adventure of a lifetime, retirement is the time to pursue all those dreams you may have put on hold.

But still you find yourself worrying. Do you have enough money to last your whole retirement? Are you making the most of the assets you’ve built up?

You’ve worked hard to create your ideal financial future, now you’re ready to relax and enjoy the results.

Maybe you’d like someone else to worry about your money for once, but aren’t quite sure where to find them.

For many, retirement is seen as a time when you don’t need the help of a financial advisor.

In our experience, the opposite is true.

A good financial advisor is your go-to source of expert financial guidance, no matter what stage of life you’re at.

At My Wealth Solutions, we’re great financial advisors.

We help by shouldering the responsibility of managing your money in retirement and making sure that your financial future is stable and secure.

We understand that maintaining your ideal retirement lifestyle is important to you. That’s why, after gaining a comprehensive overview of your financial situation, we help to map out the right way to ensure you can keep doing what you love without worry.

Whether you want to make sure that you have enough money to last your whole retirement or need advice on creating a comprehensive estate plan, we can help.

All you have to do is get in touch.

Let Us Know How We Can Help

Frequently Asked Retirement Questions

  • Why do I need a retirement planner?

    Making the transition from working life to retirement can be a challenging time where your financial world is concerned.

    Without an income generated from working, you may be faced with a whole new set of financial challenges you never thought to consider before.

    But don’t worry, making the transition doesn’t have to feel overwhelming.

    Your team of expert financial advisors can help you navigate these financial challenges with the confidence only professional guidance can provide.

    These challenges can include:

    • Realising your superannuation may not be enough to last your whole retirement
    • Facing tax obligations you could avoid with the right structuring
    • Needing to review your financial goals in light of a new phase of life
    • Wanting to maximise your investment income but not knowing where to start

     

    Sounds like a lot, right?

    It doesn’t have to be.

    We understand that moving from having a regular income to one built entirely on the results of your hard work can be scary.

    We take the fear out of the transition by working with you to ensure that your financial future is secure and structured to help you maintain your desired lifestyle.

    Your team of financial advisors makes managing your personal financial situation simple, so you can focus instead on enjoying the results of your hard work.

  • How can My Wealth Solutions help?

    Good financial planning is just as important now as it was during your working life.

    Having a dedicated team of financial advisors in your corner means that you’ll never have to worry about whether you’re doing the right thing.

    We’re here to help make managing your personal finances stress-free.

    Our team of expert financial advisors can help you:

    • Ensure that your money will last for your whole retirement
    • Meet your financial goals with the least amount of risk
    • Structure your personal finances in a way that reduces your tax obligations
    • Review any existing insurance policies
    • Use your assets to generate a viable income

     

    Making the transition from working life to retirement is also just as much about mindset as it is about securing your financial world.

    While you may have spent your working life trying to grow your assets, your financial advisor can provide clarity by helping you to decide which steps to take next.

    We make sure that your financial world is secure, so you can enjoy the fruits of your work without having to worry.

    Get In Touch Today!

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.

“There is a whole new kind of life ahead, full of experiences just waiting to happen. Some call it “retirement”. I call it bliss.”

— Betty Sullivan

award winning and highly recommended

Want to worry less about money in retirement?

With expert financial advice to guide you, you can stress less about money and focus on enjoying your retirement to the fullest instead.