Retirement Planning Canberra

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At Access Wealth Group, we help Canberra professionals, public servants, and couples approaching retirement to create secure, tax-efficient income strategies that support the lifestyle they’ve earned.

  • Superannuation optimisation: Maximise contributions and understand your options across PSS, CSS, Military Super and accumulation funds.

    Tax planning: Reduce unnecessary tax in the lead-up to and during retirement.

    Income streams: Design sustainable income through account-based pensions, Transition-to-retirement (TTR) income strategies, annuities, or investment income.

    Centrelink & age pension: Structure assets to maximise benefits and eligibility.

    Estate planning: Ensure your wealth is passed on smoothly and tax-effectively.

    • Over 20 years’ experience advising ACT public servants and retirees.

    • Deep knowledge of PSS, CSS and Military schemes and how they interact with super and tax.

    • Based in Chisholm, serving clients across Canberra and interstate via online meetings.

    • Known for our clear communication, fixed-fee model, and long-term partnerships.

  • The best time to plan for retirement is 5–10 years before you stop working.

    Early planning means you can:

    • Boost your super before contribution caps limit you.

    • Transition gradually into part-time work or semi-retirement.

    • Avoid costly tax surprises at age 60+.

    1. Initial Consultation – Understand your goals and current super position.

    2. Strategy Session – We design a tailored roadmap for your ideal retirement.

    3. Implementation & Review – We help set up and adjust your plan as life evolves.

Ready to plan your next chapter?

Book a free, no-obligation consultation and start building your retirement strategy today.

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Super is often your largest long-term asset. Our Canberra-based advisers help you grow and protect it through personalised contribution, investment and retirement strategies.

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Investing shouldn’t be guesswork. We design diversified, tax-smart portfolios that match your goals, risk tolerance and time frame.

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