Retirees
Maximising Your Retirement Years
Retirement is a time to enjoy the rewards of your hard work, but it’s also important to manage your finances wisely to ensure long-term future. At Wealth Financial, we help retirees make the most of their retirement by providing strategies to protect and grow your wealth, manage expenses, and plan for future needs.
Our team works with you to ensure your investments, income streams, and estate planning are all aligned with your goals, giving you peace of mind as you enjoy your retirement years.
Pre-Retirees Expert Team
Grant McCormack AdvDipFS(FP)
Financial Adviser
Nicole Hingston GDipFinPlan
Financial Adviser
Jasmine Popowski
Financial Adviser
Michael Thrower
Senior Adviser & Partner
Key Financial Considerations
As a retiree, making informed financial decisions is essential for ensuring a secure and comfortable future. From managing income to planning for health care, we help you navigate the complexities of retirement. Explore the key areas to focus on and see how Wealth Financial can assist you every step of the way.
Ready to maximise your retirement? Contact us today to discuss your financial plan.
01
Reviewing Retirement Income Sources
Ensure a reliable income by reviewing your superannuation, pensions, and other savings to maintain your lifestyle.
02
Defining Your Financial Goals
Clarify what you want to achieve in retirement, and let us help you plan for your financial future with confidence.
03
Investment Strategy
Shift towards conservative investments while ensuring growth to cover expenses and keep up with inflation.
04
Managing Expenses
Create a budget to manage income and expenses, with special attention to healthcare costs in retirement.
05
Estate Planning
Keep your will and estate documents up to date to protect your assets and ensure your wishes are carried out.
06
Health Care and Insurance
Review health insurance and plan for medical expenses to ensure you are well-covered during retirement.
07
Seeking Professional Advice
Work with our financial advisers for expert guidance on tax planning, investment strategies, and overall financial management.
Meet our team
Advisers
Michael Rowlands GDipFinPlan
Senior Adviser & Partner
Michael Thrower CFP®
Senior Adviser & Partner
Jasmine Popowski
Financial Adviser
Nicole Hingston GDipFinPlan
Financial Adviser
Adviser Services
Client Services
Kelli Popowski
Client Services Manager
Fran Dutton
Client Services Manager
Shanaya Paterson
Client Services Officer
Sharon Nuske
Client Services Officer
Janie Rockliff
Client Services Officer
Mitchell Rowlands
Client Services Officer
Danae Bonde
Client Services Officer
Georgia Stokes
Client Services Officer
What our clients say
Our Testimonials
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What our customers SAY
Our Testimonials
Have Questions? Let's Connect.
We’d love to hear from you! For any inquiries or to request a consultation, please fill out the contact form. Our team will get back to you as soon as possible.
