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Retirement Planning Canberra

How We Help You Retire Confidently

  • 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.

Why Canberra Clients Choose Us

  • 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.

When to Start Planning

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+.

What to Expect from Our Process

  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.

Contact us