Retirement Education
Understand your finances as you prepare for retirement.
Retirement can bring a whole new set of financial rules and decisions. Building your understanding of superannuation, retirement income and investing can help you feel more informed and prepared for the transition ahead.
Retirement education can help you understand:
Superannuation rules as you approach retirement
Concessional & non-concessional contributions
Contribution limits and eligibility rules
Accessing your super & conditions of release
Keeping money in super versus withdrawing it
The potential advantages & disadvantages of different approaches
Moving from accumulation to retirement phase
Account-based pensions & how they work
Investing inside & outside super
Retirement income concepts
Age Pension basics
Super beneficiaries & estate planning considerations
Feel more informed about your next chapter.
You don’t need to wait until retirement is just around the corner to start understanding your options.
Retirement Education provides a relaxed environment to explore the rules, concepts, potential benefits and trade-offs that can arise as you approach retirement.
For example, we can explore why someone may consider leaving money within super, withdrawing funds, making additional contributions or commencing a retirement income stream — and help you understand how these different concepts work.
The focus is on education and understanding, rather than recommending a particular strategy or financial product, so you can feel better equipped to ask the right questions and determine when personalised financial, taxation or legal advice may be appropriate.
Simple, transparent pricing.
Initial Appointment — $350
Approximately 60 minutes, tailored to the retirement and superannuation topics you’d like to better understand.
Follow-Up Appointment — $280
Up to 60 minutes to explore additional topics, ask further questions or build on your initial session.
Thinking about retirement?
Tell me a little about where you’re at and what you’d like to better understand, and I’ll be in touch.
Get Started →