Retirement

Retirement is like a long vacation in Las Vegas. The goal is to enjoy it the fullest, but not so fully that you run out of money.
No matter how far away your retirement is, it’s vital to be prepared. We work with you to create an effective strategy to boost your superannuation, pay less tax on investment earnings, and ensure you and your family are in the best position possible when the time comes to wind down.
We have helped thousands of clients carefully consider their financial strategy for retirement. Planning now and choosing the most appropriate superannuation structure may be crucial to achieving your desired lifestyle in retirement.
- Transition-to-retirement strategies
- Tax and contribution strategies
- Cash flow and debt management
- Centrelink and the Age Pension
- Superannuation and self-managed super funds (SMSFs)
- Estate planning.

Unlock
transition-to-retirement strategies

Make the
most of your assets

Manage
cash flow and debt

Maximising
your Centrelink and Age Pension Entitlements

Benefit
from pensions, superannuation and SMSFs

Manage
your estate with confidence
Estate planning ensures that the transfer of your wealth to your beneficiaries is seamless, minimises their tax liability and provide maximum asset protection. Our team of financial advisors can tailor a plan that achieves your desired distribution of wealth in a tax effective way. These include tax management and reduction strategies, and inheritance protection. Find out more about our estate planning service.
Open Hours
Monday to Friday
8:00am to 5:00pm
Closed Public Holidays

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Sentinel Wealth Unit Trust T/As Plus 1 Wealth Advisors (ABN:11 408 695 672) is an Authorised Representative of Sentinel Wealth Managers Pty Ltd
(ABN: 73 108 328 294) AFS Licence 322211 | Financial Services Guide