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Wealth Fundamentals for Retirees

Securing Your Financial Independence in Retirement

Retirement is your time to enjoy the freedom you’ve worked hard for. At Wealth Fundamentals, we focus on providing enduring financial advice to ensure your income streams—whether from pensions, superannuation, or investments—are sustainable and reliable. Our goal is to help you live a fulfilling, independent lifestyle while securing your legacy for the future.

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Personalised Financial Guidance for a Fulfilling Retirement

Key Services to Secure Your Future

Managing your investments and superannuation is crucial to ensuring your financial independence in retirement. We take the stress off your shoulders by handling the complexities, so you can focus on enjoying life. Key services include:

  • Superannuation & SMSF: Optimise your retirement savings and manage income streams.
  • Investment Planning: Protect your wealth and manage risks to sustain long-term income.
  • Pensions & Income Streams: Combine super and government pensions for a secure income.
  • Centrelink Guidance: Eligibility for benefits.
  • Aged Care Planning: Prepare for future care needs while preserving your assets.
  • Estate Planning & Asset Protection: Ensure your wealth is distributed according to your wishes.
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Case Study

Patrick & Bev

Retired business owners, and husband and wife, Patrick and Bev are long term clients of Wealth Fundamentals. They first engaged our services after purchasing a stake in a small business. When they received an offer to buy their business for a significant sum, they required guidance on the sale and their retirement planning.

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Case Study

Joan & John

Joan and John* aged in their early seventies were looking for ways to make the most of their savings in retirement. They had approximately $900,000 in superannuation and some savings, however most of their net wealth was tied up in the family home. With their adult daughters living independent lives with their partners, Joan and John were looking to downsize the family home and buy a new town house.

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Ready to get started?

Enjoy Retirement with Confidence

At Wealth Fundamentals, we’ve helped many retirees manage their wealth, sustain their income, and create plans for a secure future. We’re here to provide ongoing advice that ensures you continue to live the life you want, with confidence and peace of mind.

Ready to secure your financial independence in retirement? Contact us today to get started.

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