Retirement planning is not just about your pension – it’s about having the financial freedom and peace of mind to choose how you’d like to spend your money and time – to live out the best years of your life.

Managing the transition period leading up to retirement is an important step in the process.  Ideally, it is important to seek advice at least 5-10 years before you retire so you can make sure you are taking full advantage of the opportunities that are available to you e.g. taxation benefits.

Find Retirement works with self-funded retirees, SMSF clients, as well as industry fund clients, who are either approaching retirement or already in retirement.

We create simple retirement plans that you can easily understand and follow.  As such, we charge low fees to establish your pensions and charge a low fixed ongoing fee to manage your situation.

With each plan we provide an ongoing service.  You can choose between annual reporting or six monthly reporting that includes our investment recommendations e.g. which shares or investments to purchase when your cash account builds up.

We don’t believe in charging percentage based fees for our advice.  You are in control of your own money.  The only way we get paid is when you sign an Ad Hoc Fee form annually or every six months after we have done the work.  Our fees are fixed.  Regardless how much you have in your super or pension accounts, we charge the same fixed fee to all our clients.

We also help people with:

  • Establishing retirement income streams
  • Helping you manage the transition years
  • Investment advice to ensure that your affairs are structured prudently and you can sleep at night
  • Estate planning and intergenerational wealth transfer

As well as retirement planning, Find Retirement are also specialists in SMSF advice, superannuation advice, personal insurances, wealth creation and tax preparation.

Take control of your future by making an appointment with a Find Retirement Advisor today.