Retirement Planning Advisors
Our retirement planning advisors specialize in helping Australians build, protect, and transition their wealth for retirement. From superannuation optimization to pension strategies, find the right expert for your retirement journey.
Showing 6 retirement planning advisors
Sarah Chen
CFP, AFPWith over 15 years of experience in retirement planning, I help Australians create personalized strategies to achieve their retirement dreams. Specializing in SMSF administration and transition to retirement.
James Wilson
CFPI'm passionate about helping pre-retirees and retirees maximize their retirement income. I take a holistic approach that considers Centrelink benefits, tax efficiency, and lifestyle goals.
Michelle Patel
AFP, SSASpecialist in self-managed super funds and retirement income strategies. I help clients take control of their super and build the retirement they deserve.
David Thompson
CFP, CPACombining financial planning expertise with accounting knowledge to deliver comprehensive retirement strategies. Focus on tax-effective income structures.
Lisa Nguyen
CFPHelping Australians prepare for retirement with personalized advice on super contributions, investment selection, and ensuring adequate insurance coverage.
Robert Mitchell
AFPCentrelink and Age Pension specialist. I help retirees navigate the complex rules to maximize their entitlements while maintaining their lifestyle.
Frequently Asked Questions
When should I start planning for retirement?
It's never too early to start. Even in your 20s, small contributions and smart strategies can significantly impact your retirement savings thanks to compound growth.
What's the difference between an SMSF and a regular super fund?
A Self-Managed Super Fund (SMSF) gives you direct control over your investment choices, but comes with more responsibility and compliance requirements. It's typically suited for those with larger balances.
How much do I need to retire comfortably?
The ASFA Retirement Standard suggests couples need around $640,000 and singles around $545,000 for a comfortable retirement, but your needs may vary based on lifestyle goals.
Ready to find your retirement planning advisor?
Tell us about your goals and we'll match you with advisors who specialize in exactly what you need.
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