Retirement Planning - Finance Advisor Bowral & Sydney

Retirement Planning Advice & TTR Strategy – Focus on The Rewards of the Future & Life After You Decide to Stop Working

It’s never too early to start retirement planning and working with the right finance advisor can save you a lot of stress for your future.

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.

Start your future today

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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.

Here are some retirement planning strategies that

Poole Advisory can help you with:


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

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.

Enjoy Financial Freedom with Expert Retirement Planning Advice

At Poole Advisory, we can help you through every step of retirement planning and wealth management.

If you want to enjoy retirement with peace of mind knowing there is a financial strategy in place to take care of the future, start your retirement planning today with our finance advisor in Sydney and Bowral.

Call (02) 9063 5978 or book your appointment at one of our offices in Sydney or Bowral.