Retirement Planning

Retirement Planning Advice You Can Trust

Whether it's decades off or looming around the corner, now is the best time for retirement planning. When you're dealing with any aspect of your personal financial health, you want to get trustworthy advice without the complicated terms and confusing jargon. 

You want the piece of mind that comes from dealing with professionals who take the time to learn about your situation and goals, to provide you with sound recommendations and the resources you need to make an informed decision.

You don't need to be wealthy to see a financial planner, with Arrow, Focus on Wealth the first chat's on us and that means the initial meeting , where you explain your situation and goals is fee free.

You only pay when you actually have us do something for you and the fees are discussed upfront and based on what we actually do for you, so the only cost to you for the first meeting is your time.

While we work with clients who are 10 years or more from retirement (aged 35 to 50), it's never too late (or too early) to start planning.

The key to retirement planning is looking at what you would like to retire with and to work backwards from that.

Other factors to take into consideration include:

  • Assets - What you have in terms of properties, savings and investments.
  • Superannuation Fund - How much is in it and when you can get access to it.
  • Planning on retiring early? - Get sound retirement planning advice to retire when you want to, not when you have to.

Our retirement advice is multifaceted and takes into account a number of factors. These include diversifying your investments to ensure they outpace inflation and reviewing spending habits.

With superannuation laws changing often (with the introduction of transfer balance caps, removal of tax exemptions and cuts in concessional contributions caps to name just a few) you also need to make sure that your retirement planning is reviewed when necessary, taking these changes into account.

If you're not sure where to begin, then don't worry. We'll start by working out your ideal retirement income and age. Then we help you translate this goal into various steps that you can work towards achieving on a yearly and monthly basis.

Your information is safe as the planner has a fiscal duty of non-disclosure.

If and when you commission us to do something for you, we'll ask you to sign release documents to share your information with any other relevant parties.

Having the retirement you want is too important to leave to chance. You need a solid plan in place.

Arrow works with individuals and couples to create that plan to meet your financial needs, goals, dreams and objectives.

Whether you're just getting started or planning on retiring soon, you'll find our Financial Planner, Steve Culpitt gives knowledgeable yet simple advice.

For the past three decades, we've been offering retirement planning advice to people just like you. We are a proudly an Australian,family-run business based in on the Gold Coast in Mudgeeraba, Queensland and we use tailored strategic solutions.

We understand how challenging it can be to get no nonsense, straightforward advice on how to maintain your current lifestyle, accumulate wealth and create financial safety nets.

It's why we offer you the chance to meet with us to have all your questions answered and you only pay a fee when you decide to formally engage us with our services.

To take us up on our completely free consultation offering, simply contact us or call (07)55 303 500.

Any advice in this website is general advice only. The content has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. Before making a decision about any information contained on this website you should carefully consider the appropriateness of the information in light of your personal circumstances in addition to the information provided in the PDS of the relevant financial product. You should also consider seeking professional advice from your financial adviser.

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