Make the most of your current financial situation and be the master of your own destiny by laying the foundation for a retirement that brings you joy.
If you feel your profession is what gives you purpose in life, how will you feel when you’re no longer working in that occupation? Our retirement coaching and wealth planning services allow you to reflect on what matters the most in your life so that you can curate a life full of value now and into retirement.
Connect deeply to your community, engage in hobbies and extracurricular activities, and get ready to share a meaningful adventure with your family and friends in this later stage of life.
Take back control of your destiny with our wealth planning services
Many people on the cusp of retirement are uncertain about how much they need in the bank when they stop working – and often they are either extremely conservative or too aggressive in their spending or investing.
And yet it’s not just the bank balance that needs to look healthy – your mindset and happiness in retirement is just as (if not more!) important.
If you’re unsure about what the vision for your retirement should look like, we can work with you over a number of coaching calls to structure your financial affairs, plan your wealth transition, protect your assets and make sure you work towards living a mentally and physically active retirement.
Don’t live a retirement you feel is expected of you – create the destiny that resonates with your intrinsic self.
Other financial planning packages
Head & Heart Financial Plan
The Head & Heart Financial Plan is designed for pre-retirees who are 50+, with a holistic approach focusing both on traditional financial planning and on the more intangible, heartfelt aspects of life.
Discover the blend of financial strategy and emotional wellbeing.
We help you align your financial goals with what holds the deepest value to you.
Summon the magic to transform the everyday retirement into the extraordinary.
Secure your legacy and protect your loved ones. We will craft a comprehensive wills and estate plan tailored to your unique needs ensuring your wealth is kept in your family.
We understand that legacy is broader than wealth - it’s about how you want to be remembered. Let’s ensure your wishes are granted when you’re no longer here.
Honour what’s truly important to you and your family so you can preserve and transition your wealth, but more importantly - your precious life story.
Do you feel stuck when it comes to retirement? Worried about how you’ll spend your time or if you’ll have enough money for aged care?
If you’re unsure as to how your retirement will look, or want more clarity on what you need to focus on to create your dream retirement, then this package is for you.
We will meet up multiple times a year to go over all your questions and work with you to develop a flexible retirement plan that ties in with your vision for a long and fulfilled life.
Are you planning your next phase in life? Perhaps you have achieved financial security but the next stage is looking a little lacklustre. Let us work with you to figure out what to do next - we can help complex life changes feel easy - preparing you for whatever comes your way.
Our most in-depth package, New Chapter, includes everything available in all the other packages, plus more. It’s perfect for you if you’re a business owner or have more complicated affairs. Created not just for those on the cusp of retirement - New Chapter is perfect for anyone entering a new phase of their life.