Retirement Planning

| Your Journey

“Retirement” is more of a journey than a destination.

With increasing life expectancy, greater overall wellbeing and more choices, fewer people are choosing to retire at a set age.

If you’re in your 50s or 60s, in good health, and love what you do now, is the perfect time to gradually reduce your reliance on paid income. Spend more time doing the things you love, surrounded by your loved ones.

Journey Wealth can help you with retirement. With the guide of our experienced retirement advisors, you can ensure that you will make the right decisions and avoid expensive errors.

The Process

  • Paint a clear picture of your current financial situation.
  • Identify where you are in your set goals.
  • Discuss and implement a holistic strategy, make an investment plan to protect you against risk, maximise your return, and ensure you achieve your retirement goals.

The Process

  • Paint a clear picture of your current financial situation.
  • Identify where you are in your set goals.
  • Discuss and implement a holistic strategy, make an investment plan to protect you against risk, maximise your return, and ensure you achieve your retirement goals.

Estate and multi-
generational planning

Our team of expert retirement advisors can
arrange your financial affairs and effectively
distribute the tax of your estate to ensure your
wishes are met. Estate planning includes:

  • Will creation and maintenance
  • Powers of attorney
  • Preserving and protecting assets
  • Superannuation death nominations
  • And more

Superannuation

We will equip you with the right education, expert advice
and solution so, you can better manage your
superannuation, reach your retirement income goals and
secure a great financial future. With our guide, you won’t
lose out on any potential money and/or benefits. Your
superannuation will be easy to manage and working
around the clock for you.

Superannuation

We will equip you with the right education, expert advice
and solution so, you can better manage your
superannuation, reach your retirement income goals and
secure a great financial future. With our guide, you won’t
lose out on any potential money and/or benefits. Your
superannuation will be easy to manage and working
around the clock for you.

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