Retirement Planning

Retirement planning advice & transition to retirement strategy

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About

Plan Well. Live More. A Smarter Approach to Retirement Planning

It’s never too early to start retirement planning, and working with the right financial adviser can give you back time, reduce stress, and help you focus on the important things in life.

Whether you’re early on in your career, ready to retire in the next 10 years, or even already retired, our retirement financial planner can help.

The smartest financial move you can make is one that frees up more of your time to enjoy the important things, and our tailored strategies help you retire with peace of mind knowing your future is secure.

Start planning your retirement today with our financial advisor's in Sydney and Bowral. Plan well. Live more.
Let's talk about your plan
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Our Approach

At Poole Advisory, our financial advisors will help you formulate a retirement planning strategy to help ease your transition from the workforce and into retirement.

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Planning Your Retirement Income + Retirement Budgeting
Planning your retirement income and budgeting is one of the most important parts of retirement planning.

One of the most common questions we get asked is “how much money will I need in retirement?”, and the truth is it’s different for everyone. But we can work with you to find the right mix of income you will need in retirement, including your superannuation (lump sum or pension), investment income, and the age pension or other Centrelink benefits and pension services.
Transition to Retirement
A transition to retirement strategy (TTR) can help you ease yourself into a new retirement lifestyle.

Whether you want to continue working for a while for financial or lifestyle reasons, there are some financial strategies you need in place.

Our financial planners can help prepare you for a seamless transition to retirement and implement a financial plan for complete peace of mind in your golden years.
Superannuation and Retirement Investment Strategies
When planning for retirement, understanding your retirement investment options, how you invest your superannuation, and any personal investments is essential to ensure financial security.

A financial consultant can guide you to have the right balance of investments for your retirement investment portfolio – analysing risk and return, as well as growth and defensive assets – so you can feel comfortable and confident.

We can also assist you with personal investment, superannuation and self-managed super fund (SMSF) advice.
Testimonials

Real conversations. Real outcomes.

Testimonial from Lisa, a Poole Advisory client, praising Anthony's expertise in retirement planning and strategy.
Testimonial quote praising Anthony’s help with insurances, super, and estate planning, highlighting satisfaction with his communication and expertise.
Testimonial quote praising Anthony Poole as a knowledgeable advisor who is patient with older people and willing to help with technology, attributed to Roseanne Newton, Poole Advisory Client.
Quote from Henri, Poole Advisory Client: Now one year on we are pleased to share we are on track and ahead of expectations. The interaction with Anthony has been positive and yes his smile is real.
Quote from Veronica Moran, a Poole client of 10 years, about strategies for building and maximizing wealth for the future.

It starts with a conversation.

Learn more about the people and principles behind our advice.
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Sydney
Level 1, 60 Martin Place,
Sydney, NSW 2000
Bowral
Shop 25B, Level 1,
310-312 Bong Bong Street,
Bowral, NSW 2576
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Poole Advisory Pty Ltd ABN 15 642 040 604 is a Corporate Authorised Representative (No. 001282603) of Prosperitas Partners Pty Ltd ABN 30 662 654 453 / AFSL 544 917
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