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Plan your retirement

Thinking about retirement should be exciting, not daunting. Advice Loop is here to make planning for retirement as stress-free as possible.

Book your Retirement Planning Intro Meeting
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How we can help?

1

Transition to the next stage

You may not have 10 or 20 years to save for retirement, but you might be surprised to learn about the retirement income you can generate for yourself.

2

Understanding your entitlements

You might be wondering how you should use your super and whether you’re entitled to the age pension and other perks. We’re here to demistify the retirement journey and answer all your questions about the best option for you.

3

Identify your ideal lifestyle

Once you’ve identified the kind of life you desire for yourself as you get older, we can help you determine whether you have the resources to fund this lifestyle — and what to do if you’re not currently in the position you’d like to be.

4

Make the right decisions for you

Retirement is a psychological process as much as a practical one. We’ll discuss with you whether full or semi-retirement is right for you, as well as questions around the benefits and pitfalls of downsizing your home and the most logical way to use your super.

Middle aged women at her computer

Is this right for me?

This service is right for you if:

  • You’re arriving at an age where you’re beginning to think about retirement or semi-retirement, or you might be retired already. The earlier you think about your retirement, the better.

Secure your financial future today!

Book an appointmentContact us if you’d like to learn more

Testimonials

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Bridget
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I would highly recommend Luke and the Team at Advice Loop. They continue to be professional and knowledgeable in regards to all of our financial needs. They go above and beyond to make sure that we are comfortable and happy with all decisions and they keep us informed with any updates. We look forward to maintaining their services for a long time.

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Michael
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Luke is excellent. Speaks on our level, gets our situation and goals, understands our strategy and is spot on with his advice. Highly recommend him and have referred family to him as well.

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Chris
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I am extremely happy with the advice and service I received from Luke and Enisa at Advice Loop. Their advice and management of my savings has made me feel so much more secure as I approach retirement. I highly recommend Luke and his team to anyone looking for a financial advisor.

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Kristen
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Used these guys to set up our SMSF. We were recommended to them from our accountant. Everything went to plan, ran smoothly. We gained knowledge and appreciated their honesty. Would absolutely recommend in the future.

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Melissa
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We recently saw Luke and his team as my husband and I were wanting to switch to a Self Managed Super Fund, purchase a property with our superannuation and wanted some general financial advice. We had our first meeting with Luke we knew instantly that we had struck gold. He was exactly what we had been looking for and in that meeting alone he saved us thousands of dollars with his advice and plan for our future. I could not recommend Luke and the Advice Loop team highly enough. We’ve already sent multiple people his way. Life changing, literally! :)

Looking for more?

What’s the best time to start planning for retirement?

The short answer is: the sooner the better. We understand that retirement may be the last thing on your mind when you’re still in your 40s or early 50s, but the sooner you set up a plan to reach your retirement income goals, the better position you’ll be in later. Having said that, even those who engage our services only a year or two before retiring can benefit by increasing their superannuation by tens or even hundreds of thousands of dollars.

Can I talk to someone before deciding if I move forward?

Absolutely. You can book in for a 15-minute obligation free phone call if you’d like to ask some more questions and clarify whether our service is right for you. You can book here.