Retirement Planning

Retirement Planning

Building your retirement savings is one of the most tax-effective ways to create wealth. Whether your superannuation is a self-managed fund or an industry fund, there are many strategies available to boost your super and ensure your funds are invested in a strategic way so that you have enough money to live on when you retire.

smsf awards winners

Start Planning Your Retirement Today

Most of us need some help to create a plan for our retirement goals. And making the most of your super, investments, government entitlements and incentives can be hard to do on your own. The earlier you start planning for your retirement, the higher chance of achieving your financial goals. We help our clients to build for their retirement so that they can establish a healthy future.

Retirement Planning

Your Retirement Financial Advisors

Wilson Pateras are a team of accountants bookkeeping and financial advisors who can provide you with retirement planning advice. We can help you explore the cost of your retirement goals and work out what your retirement number might be, including helping you:

  • Work out how much you’ll need to live on
  • Work out how you could create an income in retirement
  • Understand possible future expenses
  • Examine your superannuation savings, planning for now and in retirement
  • Understand your living options, including aged care and what it could mean for your finances
  • Find ways to keep doing the things you love, and new things you’d like to do
  • Understand the rules around age pension eligibility.

Get Retirement Planning Advice

Simply fill in the form below to claim your complimentary consultation with one of our financial planners. During this consultation you can ask any questions you may have regarding superannuation, retirement number, pension and retirement planning strategies.

Get a Complimentary Consultation

Our Offices

Richmond Head Office

40 River Boulevard
Richmond
VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888

Brighton Office

196 Bay Street
Brighton
VIC 3186

Phone: (03) 8419 9800
Fax: (03) 8419 9888