Financial advice for retirees
Retire with confidence, clarity and control.
You’ve worked hard to build your wealth – now it’s time to enjoy it. A strategic retirement plan gives you the confidence to live the life you want, without financial stress or second-guessing.
How can we help you make the most of retirement?
We help you turn your wealth into a sustainable income stream, protect it from unnecessary risks, and adapt your strategy as life evolves. Whether you're looking to travel, support family, or simply enjoy peace of mind, our advice is built to fit your goals.
Our advice covers:
- Income and cashflow strategy
We design a sustainable income plan that supports your lifestyle today, and keeps working as you age. - Super withdrawals
We structure your withdrawals to maximise tax efficiency and extend the life of your retirement savings. - Centrelink and government entitlements
We help you navigate eligibility and maximise your access to support, without jeopardising other income streams. - Property and downsizing
Whether you’re staying put, selling the family home, or investing differently – we’ll guide your property strategy in retirement. - Estate and legacy planning
We help you document your wishes, minimise tax for beneficiaries, and transfer wealth with intention and structure. - Aged care planning
We provide support in understanding costs, choosing funding options, and preparing for future care needs.
Who we work with
- Professionals nearing retirement and seeking clarity
- Retirees navigating pensions and investment drawdowns
- Couples downsizing or transitioning into retirement living
- Families managing ageing parent needs and estate planning
Retirement was overwhelming until we spoke to Wealth Architects. Now we have a clear plan and the peace of mind to actually enjoy it.
Retired Client, Sydney
What you can expect:
- A personalised retirement strategy that adapts over time
- Transparent, practical advice without the jargon
- Access to expert modelling so you can plan with confidence
- Help managing super, entitlements, and aged care decisions
- A long-term partnership – not just a one-off plan