Your finances are specific to you. One size does not fit all.

Planning for your retirement

Heading towards retirement can be an exciting time of life. But it’s also one riddled with questions.

  • When can I retire?
  • How much will I need to maintain my lifestyle?
  • Do I have enough saved?

These are all questions that our experienced financial planners can help you to answer. There’s no ‘one size fits all’ answer as retirement means different things to different people. It depends largely on your lifestyle and we will cater our recommendations to your unique situation.

As a whole we are living longer, and this means you will need to make your money last even longer. At Conlan Wealth we can create custom strategies and plans for your retirement to help you achieve your desired lifestyle. This involves maximising your superannuation and looking into other investment strategies to make the most out of your money.

We’ll also help you with the technicalities that come with retirement.

  • When and how can I access my superannuation?
  • Will I need to pay tax again?
  • What will I receive from Centrelink?

At Conlan Wealth we’ll answer all of these questions and more to help you feel comfortable and under control as you transition into retirement.

The management of finances and income in retirement can be a confusing, complicated and time consuming business. Andrew has diligently and carefully guided us through this mine-field of decisions and necessary constant paperwork Andrew's broad knowledge and skills along with Sheree's attention to detail and calm manner make them a formidable team. They make Conlan Wealth our choice of financial planners for a happy no stress retirement.

Gowan & Judy Geelong
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