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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.

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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.

Testimonials

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Megan
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Luke has managed our family’s financial planning needs for more than 5 years. He has provided informed and relevant advice, helping us to achieve our goals. The team at Advice Loop are very professional and extremely helpful with educating us on the most suitable options for our needs. I highly recommend Advice Loop.

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Jonathan
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A big thank you to Luke and the team at Advice Loop for your professional and timely advice in establishing our Self Managed Super Fund. Easy to deal with, friendly and responsive. Advice Loop has great insight into investment options and has also guided us through our interest in purchasing shares and planning for the future.

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Kim
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My husband and I have been clients of Luke for several years now. If ever I have a question all I have to do is call and as soon as possible, Luke will make contact with advise, to the best of his knowledge. We are heading into early retirement and value all Luke has to say in regards to superannuation and aged pension. We highly recommend Luke Dean and his team at Advice Loop.

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David
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I have been dealing with Luke since 2015 around Personal Financial, Superannuation and Insurance advice and services and have always found the information and service provided unique and suitable to my and my family’s particular circumstances at the time. I would and have highly recommended him to friends, family and colleagues.

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Rob
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I found Luke from Advice Loop very easy to get along with. He most certainly knows what he’s talking about. I can contact him if I ever have a problem and he will sort it out for me or answer my concerns. I feel at ease having him as a financial advisor. Rob

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.