Retirement Roadmap
Your path to a secure retirement
Personalised roadmaps to achieve your retirement dreams.
Charting your course to a fulfilling retirement
We understand that embarking on the journey to retirement can be both exciting and daunting. So, think of our service as a map, designed to give you confidence, clarity and control throughout that journey.
We’ll chart a course that aligns with your unique aspirations and financial goals, ensuring that your retirement years are as fulfilling and rewarding as you’d always hoped they’d be.
Visualising your financial future
We assist our clients in visualising their financial aspirations and establishing the steps needed to achieve this via sophisticated cashflow modelling software.
Here, clients can visualize their financial future and explore the impact of adjustments to their retirement plan.
We know that life changes, and so should the plan to align with your changing needs.
Creating your retirement roadmap
Understanding your goals
We pride ourselves on offering advice and solutions designed for you, which is why the first step is getting to know you. The more we understand your goals and aspirations for retirement, the more helpful our advice will be. Through getting to know you and what matters most we can put together a plan that will allow you to keep enjoying today and stop worrying about tomorrow.
Customising your plan
No two retirement plans are the same, which is why we customise every strategy we develop to meet your individual needs and preferences. We’ll help you find a balance between maximising your retirement savings, minimising tax liabilities, and ensuring a steady income stream through retirement. And, since we’re fully independent, our advice is free from any ties to financial product manufacturers and commission-based conflicts.
Implementing the strategy
Developing your retirement strategy is just the beginning. Once your strategy is crafted, we’ll partner with you to put it into action. From setting up retirement accounts and investment portfolios to optimising contributions and asset allocations, we’ll handle all the necessary steps to ensure your plan is implemented smoothly and efficiently. Our goal is to make the transition to retirement a smooth one, so you can focus on enjoying this new chapter of your life.
Ongoing adjustment and monitoring
No matter what stage of life you’re in, things can change dramatically. Because of this, our offering isn’t a once-off transaction. Instead, it’s an ongoing partnership, that comprises ongoing monitoring and adjustment wherever needed. Our team will continually review and reassess your retirement strategy to ensure it remains aligned with your changing needs, market conditions, and the regulatory landscape. By staying proactive and vigilant, we’ll help you navigate any challenges or opportunities that arise along the way, keeping your retirement plan on track for success.
Why plan with us?
Truly independent advice
Unlike most advisors, we are privately owned and unaffiliated with banks or product providers. Our independence ensures that the advice we offer is based solely on your needs.
Financial coaching
As a Super Focus client, you gain a dedicated financial coach to guide you towards your goals. We provide ongoing technical advice, strategic planning, and support so you can make more informed investment decisions.
Tailored service
We have a deep belief that one size doesn’t fit all, so we offer a range of services tailored to your preferences and financial goals. In addition, the advice we give you is 100% independent, so you know it’s always in your best interest.
Superannuation specialists
We offer a thorough understanding of superannuation and relevant legislation, allowing us to implement strategies tailored to your financial needs and structured to maximise benefits to help you achieve the goals you’ve established for yourself.
Simple, transparent, and flat fees
Our fee structure is simple and transparent. You’ll know exactly what to expect with an agreed flat fee, based solely on the nature and scope of the advice we provide.
Start planning today
Take the first step towards a secure and fulfilling retirement. Schedule your consultation with Super Focus now and let us help you map out your ideal retirement journey.
