Retirement Planning Canberra
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.
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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.
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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.
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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+.
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Initial Consultation – Understand your goals and current super position.
Strategy Session – We design a tailored roadmap for your ideal retirement.
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.
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.
Investing shouldn’t be guesswork. We design diversified, tax-smart portfolios that match your goals, risk tolerance and time frame.