‘I’ve been working with Justin for 18 months now. He is very accommodating of different knowledge levels, and he made my partner and me feel very comfortable. His overall approach has been a really positive one for us because we are planning to enjoy our lives, as opposed to stockpiling money. His ability to relate to us and our needs has been really helpful. It’s been an easy and enjoyable experience.’ John
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Retirement Planning
This information is of a general nature only, and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd.
Live Your Best Life No Matter Your Age with
Retirement Planning in Melbourne
Retirement isn’t just about reaching a certain age—it’s about crafting the life you’ve always dreamed of. At Lifestyle Led Wealth, we’re here to help you create a retirement financial plan that fits your unique vision, whether that means travelling the world, spending more time with loved ones, or simply enjoying the little things without financial stress. No matter where you are on your retirement planning journey, we’re here to guide you. If you’re looking for expert retirement financial planning in Melbourne, get in touch today!
Start Retirement Planning Now So There is Less Stress Later Down the Line
Retirement can feel like it’s years and years away—until it’s right around the corner. When it starts to feel closer, having a plan in place becomes more important than ever. Justin, our retirement financial advisor, will help you figure out what kind of retirement you want and how to get there.
We’ll cover everything from how much to put into your super to managing a retirement annuity and making the most of your savings when it’s time to enjoy them. With straightforward retirement planning focused on your needs, we’ll help you create a plan that works for you now and in the future.
Retire Comfortably with the Help of Lifestyle Led Wealth
A comfortable retirement doesn’t happen by chance; it takes careful planning and expert advice. Our retirement planner, Justin, can help you create a tailored strategy that ensures you have the resources you need to enjoy your retirement with peace of mind. Justin can help with:
Creating a personalised retirement strategy
Income stream planning
Longevity and inflation management
Tax optimisation
Government benefits guidance
Investment management and advice
Estate planning integration
- and more!
Speak to an Expert Retirement Planner in Melbourne Today
Retirement Planning FAQs
What is retirement planning?
Retirement planning is about setting yourself up for a life you love once you’re done working. It’s not just about saving money—it’s about figuring out how you want to spend your time and ensuring your finances support that vision. Whether it’s travelling, spending time with family, or simply enjoying the freedom to do what you love, a solid retirement financial plan is key.
When should I start planning for retirement?
It’s never too early to start, but the best time to plan depends on your goals and where you are in life! We’ll help you create a plan that fits your timeline, whether you’re just starting to think about retirement or you’re already counting down the days.
What are the different types of retirement strategies?
There are generally three types of retirees: those who keep working, those who mix work with social life, and those who fully retire. We’ll help you figure out which path is right for you and plan accordingly, whether it’s managing a retirement annuity or organising your assets for a smooth transition into retirement.
How do I know if I have enough money for retirement?
This is where financial planning for retirement comes in. The best financial advisors for retirement will assess your current situation, consider your lifestyle goals, and create a plan that helps ensure you have enough to live comfortably. It’s about making sure you can enjoy your retirement without worrying about finances.
How do I efficiently manage my assets in retirement?
Once you retire, it’s all about decumulation—using your assets in the most efficient way to support your lifestyle. We’ll help you organise your assets so you can spend your money on what matters most to you.
Why should I choose Lifestyle Led Wealth for retirement planning?
We don’t just focus on the numbers. We take the time to understand your life goals and build a retirement plan that’s all about helping you live the life you want. With personalised advice and a straightforward approach, we’re here to make sure your retirement is everything you’ve dreamed of—without the stress.
Testimonials
How Much Do You Need to Live Your Dream Lifestyle? Let Us Help You Find Out
Justin is an authorised representative of Infocus Securities Australia and a member of the Association of Financial Advisers.
All information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd.
justin@lifestyleledwealth.com.au
Level 4, 80 Market St South Melbourne 3205
Monday – Friday 9am – 5pm
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Lifestyle Led Wealth Pty Ltd ABN 12 645 643 189 is a Corporate Authorised Representative (No. 001284512) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523 Head Office: Level 2, Cnr Maroochydore Road & Evans Street, Maroochydore | QLD 4558 Phone: 07 5406 5000
