Wealth Fundamentals for Pre-Retirees

Preparing for a Comfortable Retirement

In your 50s, retirement is no longer a distant dream—it’s a reality approaching fast. With only a few more working years ahead, now is the time to ensure your financial strategy is set for a smooth transition into the next chapter of your life. At Wealth Fundamentals, we work with pre-retirees to design and implement tailored financial strategies that grow your wealth, secure your assets, and maximise your income for retirement.

Your Financial Goals, Our Expertise

Build, Protect, and Transition Your Wealth

You’ve worked hard to accumulate wealth, and as retirement nears, we ensure your financial plan is ready. From reducing debt and maximising superannuation to building investments, we create personalised strategies to meet your goals. Key services include:

Superannuation Strategies & SMSF: Maximise and access your super for retirement.
Investment Growth: Grow your wealth strategically.
Debt Reduction: Reduce liabilities before retiring.
Insurance & Asset Protection: Protect your wealth and financial security.
Tax Efficiency: Minimise tax on inheritances or business sales.
Centrelink Guidance: Eligibility for benefits.

Case Study

Tom and Philipa

Married couple Tom and Philipa, aged in their mid-fifties, required financial mentoring as they planned for their imminent retirement. They were juggling a significant degree of financial complexity, given they had each been granted voluntary redundancies. Tom and Philipa hoped their payouts and superannuation would be sufficient to sustain an ongoing income stream throughout their retirement. They also wanted guidance around an appropriate strategy for a sea change. Additionally, they wanted to make appropriate provisions to eventually bequeath their wealth and assets to their adult children.

See the success story