Planning for a fulfilling  


Retirement is not the moment where you stop work altogether, but a state of being where you have the 

freedom and choice to not to work, enabling you to continue living your best life

For a lot of Australians who have worked hard their entire lives however, this is just out of reach. They are frustrated with the complexity, and often just want a helping hand so they can focus on their family, hobbies or personal growth. 

If any of the following sound familiar we can help:

- Concerned you don’t have enough to retire on - 
- Centrelink is too complex - 
- Just don’t know where to start -

- Feel like you need a roadmap of what do to -
- Want help with Superannuation rules - 
- Worried that you'll make the wrong decision -

EMMA, Berwick

Losing my partner and wanting to retire, l didn't know what to do, Nathan is helping me with my goal to be financially independent, and feel confident and secure about my future moving forward. He is professional, has integrity, caring, easy to talk to and very passionate about what he does. Highly recommend Nathan to anyone looking for financial advice

Our Holistic Approach


Our retirement planning process will clear up your concerns. We look at your current position, provide you with an idea of your options, and a step by step road map to get you there. 

This may be your first Retirement but it is not ours; we are experts at providing a sense of financial security for retirees. 

Financial Security is the number one concern of retirees, however you know what they say Money can't buy you happiness (although it sure helps).


As part of our process we also help you plan for other important areas of a successful, fulfilling and happy retirement. We look at:

  • Creating routine

  • Constant Learning and Development

  • Meaningful social connection

  • Health and well being

  • Acknowledgement

These areas differ for everyone, but they can be easily overlooked. 

The Process

The First Step

The first step can be daunting - but just give us a call!

We offer a free 30 minute phone consultation to see if we are the right fit, and if we can help you. 


Before you commit to a financial plan we will take the time to fully understand your situation, your dreams and your challenges - and will give you an idea of your options and any costs involved, so you can make an informed decision. 


The advice stage provides you with a step by step plan to create a fulfilling retirement, maximising your financial aspects. 


Our process does not stop at just providing advice. We will work with you to implement your plan and get you on the road to your dream retirement.