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Retirement Planning

Everyone has a different idea of what their retirement may look like. You may envisage your retirement as living the life of a grey nomad, travelling the world, enjoying your sporting or other recreational interests, or just simply spending time with family and friends. The likelihood is that it is some of, or all of, a combination of these things.

Our approach to Pre-Retirement & Retirement Planning is to; work with you to help you understand what you want your retirement to look like; guide you with what you need to do from now to make it more of a reality; and structure your financial position to ensure you have the best chance of being able to fund your retirement in its entirety.

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At Speering Wealth, our professional services related to Retirement Planning include:

  • Advice and strategic direction in Pre-Retirement & Retirement Planning

  • Retirement Budgeting & Cashflow Advice

  • Superannuation & Non-Superannuation Product & Investment Advice

  • Income stream Advice

  • Centrelink Advice

  • Aged Care Advice

  • Estate Planning Advice

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Our focus over many years has been aimed at establishing & maintaining long lasting relationships with our clients built on mutual trust, loyalty & respect.

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Planning for your retirement can never start too early, so contact us today for a complimentary initial consultation

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admin@speeringwealth.com.au

Shop 3, 126 Terralong St, Kiama NSW 2533

02 4232 4633

Speering Wealth Solutions Pty Ltd (ABN 48 143 874 622) as trustee for Speering Wealth Solutions Unit Trust (ABN 77 105 274 245) is a Corporate Authorised Representative (NO. 1299582) of Matrix Planning Solutions Pty Ltd (ABN 45 087 470 200, AFSL NO. 238256).

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GENERAL ADVICE WARNING

Any information provided on this website is general and does not take into account your objectives, financial situation or needs. Before you act on any general advice on this website, you should consider whether it is appropriate to your individual circumstances. Before making any investment decision, you should obtain and read the relevant product disclosure statement.

© 2025 By Speering Wealth

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