Approaching Retirement With Around $750,000 in Super?
See What's Possible
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When will work become optional for you?
What would it feel like to finally be confident about your money?
How long will your big financial questions keep getting pushed to "later"?
How would it feel to plan holidays and big goals without hesitation?
Your career is building — but is your financial confidence?
What would it feel like to move from "I hope" to "I know"?
Avoid the DIY Traps That Can Shape the Rest of Your Retirement.
Download The $750,000 Retirement Paycheque—a free guide for Australians approaching retirement or recently retired who want to make clearer decisions about super, investing, debt, tax and retirement income.
Problem
You do not need to have made a reckless decision to be at risk of a poor retirement outcome. The bigger danger is often a series of separate decisions—about super, mortgage debt, investing, withdrawals, family support and spending—that are never tested as one long-term plan.
Over a 20- or 30-year retirement horizon, those decisions can compound into a materially worse position.
What the guide covers
How to move from a super balance to a retirement-income plan.
The hidden trade-offs between debt reduction, investing and super contributions.
How to think about investment risk once work income reduces or stops.
Why large withdrawals, family support and lifestyle spending should be tested first.
When general information stops being enough and tailored, ongoing advice may be worthwhile.
The offer
$100,000 of Projected Value or Your Advice Fee Back
We do not expect you to pay for advice unless the value is clear.
Where an ongoing advice relationship appears appropriate, we compare your current arrangements with an advised position using your actual information and an agreed planning horizon.
If the Statement of Advice we prepare does not project at least $100,000 of improvement after our fees, compared with your current arrangements, we will refund your advice fee in full.
Advisors who take the time to know you.
Meet the people behind the strategy - their backgrounds, qualifications and how they work with you.
Disclosure
Any figure we show you is a projection. It relies on assumptions about investment returns, tax, legislation and your personal circumstances, all of which may change. Actual outcomes will differ and may be materially worse.
This website provides general information only and does not take into account your objectives, financial situation or needs. Consider whether it is appropriate for you before acting.
Book a Call
Our initial call comes with zero obligation.
It's simply a chance for you to share what's on your mind financially, for us to explain how we work, what you can expect from our advice process and decide if we're the right fit for each other. No pressure, just an honest conversation.
Please note that at Select Advice FP we take a comprehensive and tailored approach, typically partnering with our clients over the long term to support all aspects of their financial affairs.
We want to make sure your time - and ours - is well spent. We kindly ask that you review our Fee Schedule. Financial advice involves real costs, and we believe in being upfront so you can make an informed decision.