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Perth retirement planning

Spend retirement your way

You've worked hard and you've got a decent nest-egg saved.

But you still wonder...

  • Do I have enough money?
  • Will my money run out?
  • Is that big trip I've been dreaming about just a pipe dream?
  • Can I afford to occasionally spoil my kids and grandkids?
  • What happens if the share market crashes again?
  • Do I qualify for the Age Pension or a Health Care Card?

Feel financial confident about retirement

We get it. Life and market uncertainties can leave you feeling unsure about your retirement. That's why we help to uncover your financial blind spots and give you a clear plan and guidance.

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Reassurance

Feel confident your money is safe, that you will have enough to live on and that it won't run out.

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Guidance

Have an experienced team by your side, guiding you with patience and encouragement.

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Choice

Spend your money (guilt-free), enjoying the things that matter most to you.

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Plan ahead

Retirement is five or fewer years away, and you're dreaming about all the beautiful things you will see and do. Plan for life after work and make the most of every financial opportunity available to create choices for your future.

Reap the rewards

You've already leapt into life's next chapter, and you're enjoying all the things you never had time for before. Feel confident you will have enough money to maintain your lifestyle now and in the future.

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Flying solo

You're managing your retirement without a partner and want to know your money is safe and set up correctly so it will last. Get the guidance and support you need to feel financially secure and look ahead with hope and optimism.

Book a phone chat

We take the guesswork out of retirement planning

  • Identify your retirement goals and timeframes.

  • Find smarter and faster ways to grow your retirement savings through investing inside and outside superannuation.

  • Access your superannuation as you wind back your work (Transition To Retirement strategies).

  • Look at tax effective strategies to maximise Age Pension and government entitlements while one spouse is still working and the other is retired.

  • Review your income and cashflow requirements.

  • Identify if your finances are structured to maximise government benefits (Age Pension, Job Seeker, Health Care cards).

  • Recommend superannuation income stream strategies including annuities and pensions.

  • Review your estate plan.

There is no set-and-forget at WP Wealth Professionals. We will have annual check-ins to adapt your retirement plan to life's inevitable changes.

Live retirement to the full, confident your money will last the distance.

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WP Wealth Professionals Pty Ltd
ABN 22 655 645 999
AFSL 537458
Suite B3A, 32 Endeavour Rd
Hillarys, WA, 6025

Information provided on this website is general in nature and does not constitute financial advice. WP Wealth Professionals will endeavour to update the website as needed. However, information can change without notice and WP Wealth Professionals does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. WP Wealth Professionals does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, WP Wealth Professionals, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by WP Wealth Professionals. You may not alter or modify this information in any way, including the removal of this copyright notice.