Create a personalised income plan for a fulfilling retirement.
Retirement should be about enjoying life, not worrying about money. But without a structured income plan, it’s easy to feel uncertain about how long your savings will last. Inflation, unexpected costs, and longer life expectancy can put pressure on your financial security. That’s why a tailored strategy is essential, providing you with an income that’s reliable, sustainable, and aligned with your lifestyle. By balancing superannuation, investments, and other income streams, you can create a plan that supports you now and well into the future.
We assess your financial position, essential expenses, travel plans, healthcare, and future ambitions to determine how much income you'll need in retirement.
We design a retirement income strategy that accounts for a longer life expectancy, helping you structure your income in a way that maximises returns, minimises tax, and ensures your wealth lasts as long as you need it to.
We optimise your superannuation, pensions, investments, and other assets to create reliable retirement income streams. Our strategic approach ensures you make the most of every source.
We build flexibility into your retirement plan to prepare for inflation, market shifts, and unforeseen expenses.
Retire with confidence
that comes with financial security, a personalised plan ensures you can make the most of your retirement. With expert guidance and a strategy tailored to your goals and values your finances are in good hands.
“Heath has been our adviser for the last 7 years. We are very comfortable knowing he is only a phone call away, he visits us at home and has designed a retirement plan for us which is delivering better than expected results. Heath is never in a rush and takes whatever time is necessary to make sure we understand each step”
“Since working with Heath and Finextra Wealth, I feel far more confident about my future. I may never be among the super-rich, but I know I won’t be left behind. Heath gives clear, strategic advice on my super and tax, checks in regularly, and listens when plans need adjusting. He’s pragmatic, approachable and easy to deal with.”
Planning For Tomorrow, Today
The choices you make today can set the foundation for a secure and fulfilling future. By taking action now & choosing expert financial advice, you’ll have more time to grow your wealth and shape your future lifestyle. Contact us to discover how our expert guidance can help you create a plan that works for you.
Got a question? Ready to start making smart financial moves? Fill out our form and we’ll get in touch.
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The first step is a conversation about your goals, values, finances, and future plans. From there, a personalised strategy is developed to ensure financial confidence in retirement.
