Retirement planning and capital adequacy advice

Modelling your assets and cash flow to meet wealth and life goals.

Retirement Planning & Capital Adequacy Advice
Retirement Planning & Capital Adequacy Advice at Vantage

Benefit from our wealth of experience in structuring retirement portfolios.

Retirement Planning & Capital Adequacy Advice at Vantage

Systematically review your individual options and stress test the sustainability of your retirement nest egg.

Retirement Planning & Capital Adequacy Advice at Vantage

Curate the lifestyle you aspire to live in retirement through appropriate planning.

Retirement Planning & Capital Adequacy Advice at Vantage

Provide regular check-ins to ensure your plans for retirement are on track.

Provide guidance to help you navigate different stages of life and more complex finances.

Retirement Planning & Capital Adequacy Advice at Vantage

Assist in resolving financial issues you may have so that you can concentrate on living well.

Retirement Planning & Capital Adequacy Advice at Vantage

Maximise aged pension payments.

Retirement Planning & Capital Adequacy Advice at Vantage

How we can help.

I

Capital adequacy projections

Do I have enough money? Advice and improved awareness on how long retirement capital can last.

II

Cash flow and budgeting

Educate on tax and other cash flow related issues to deliver certainty on future financial planning.

III

Strategic asset, super and cash flow Centrelink modelling

Deliver a whole of wealth cash flow and investment modelling framework.

IV

Retirement income planning

Advice on how best to structure retirement income needs from an investment portfolio.

V

Superannuation pension commencement advice

Advice on when to commence income from superannuation and other investments.

VI

Centrelink eligibility and application process

Assistance in qualifying for Age Pension benefits and ongoing entitlements.

Get in touch today and here’s how your team will work

First meeting -understanding your personal situation.

Research analysis
& modelling.

Second meeting –
present strategy & recommendations.

Authority to proceed
& implementation.

Ongoing review, monitoring & recommendations.

Other services we offer

  • Financial Advisers Perth | Vantage Wealth Management
    Superannuation advice

    All elements of superannuation advice supporting tax planning, costs and future growth.

    Learn more

  • Financial Advisers Perth | Vantage Wealth Management
    Retirement planning and capital adequacy advice

    Modelling your assets and cash flow to meet wealth and life goals.

    Learn more

  • Financial Advisers Perth | Vantage Wealth Management
    Insurance and wealth protection advice

    Risk management solutions to support your lifestyle and wealth ambitions in case life events occur.

    Learn more

  • Financial Advisers Perth | Vantage Wealth Management
    SMSF trustee advice

    Designed to assist trustees comply with their administrative, legal and regulatory responsibilities.

    Learn more

  • Financial Advisers Perth | Vantage Wealth Management
    Estate planning and management advice

    Assets going into the right hands, in the right way, at the right time.

    Learn more