Superannuation & Retirement Planning
Get expert Transition to Retirement strategies, reduce tax, and build wealth more rapidly. Maximise Centrelink benefits to preserve capital longer.
Superannuation & Retirement Planning
Get expert Transition to Retirement strategies, reduce tax, and build wealth more rapidly. Maximise Centrelink benefits to preserve capital longer.
Do you know how much capital you need to retire on?
Get Superannuation and Pension strategies to utilise at different ages, and stages of life.
Do you have a timeframe and a capital target that you are working towards? Do you know the proper superannuation strategies and pensions to utilise at different ages, and stages of life?
If you haven’t given these any consideration, then what are you waiting for?
We have extensive experience with Transition to Retirement strategies, and structures that have assisted clients to save tax, and build wealth more rapidly.
We have worked with Centrelink over the years to gain a greater understanding of their processes, rules, and assessment guidelines, and have assisted many people to maximise Centrelink benefits and in doing so, preserve capital longer.
How do we help?
A Tailored plan to give you peace of mind in retirement
- Review of your current situation – Where are things now and what are your retirement goals? What kind of lifestyle do you want in retirement?
- Finding your number – we will be your guides in formulating the level of income you might need in retirement and answer questions like, ‘do I have enough savings to retire?’ and ‘will my money outlast me?’
- Strategies to maximise retirement savings – Develop strategies with you around maximising superannuation and investments, reducing tax and simplifying your situation leading up to retirement.
- Strategies to preserve capital – We will explain how we manage our clients’ money in retirement by implementing a three bucket strategy to preserve capital while paying the income you need for your desired lifestyle.
- Testing eligibility for Centrelink benefits – We will determine whether you will qualify for the Centrelink Age Pension now or in the future. We are experts in the space, implementing strategies to maximise your benefits so that you retirement capital lasts longer.
- Modelling and Projections – Using our in-depth technical knowledge to give you peace of mind. We can model multiple scenarios around your retirement cashflow and capital and show you in simple terms how it looks in 1,5,10,20+ years’ time.
- Ongoing reviews and assistance – As a valued client, you will receive at least one face to face review per year and access to the P3 team year-round for administrative and advice needs.
We've helped hundreds of Australians achieve financial success.
Book a Free Initial Consultation
Get expert Transition to Retirement strategies, advice to reduce tax, and help to build wealth more rapidly.
