Retirement Planning

What are your goals for retirement? For some there’s a big focus on travel and adventure, and for others retirement is about living comfortably and celebrating life’s achievements. No matter what your goals are, the Wilson Pateras team are certain that when the time comes, you’ll want to get the very most from your retirement lifestyle – and this requires a plan.

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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 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 and when to retire
  • 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.
  • Adopt appropriate investment strategies

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, pension and retirement planning strategies.

Get a Complimentary Consultation

Our Office

Richmond Office

40 River Boulevard
VIC 3121

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