Retirement Planning & Advice | Coastal Advice Port Macquarie
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Most people dream of their first day of retirement – where they have the free time to do the things they truly love and still have an income to fund their lifestyle. 

Retirement is a time where you should be able to sit back and relax.

However, only 44% of Australians over age 40 feel prepared for retirement. 

Far too many Australian retirees worry about their financial security for their golden years.

As our life expectancy increases, your retirement may be as long as one-third of your life which means you have even more plans to make. Starting your retirement plan sooner will put you in a better position for your golden years.

Retirement Planning


Regardless of your age, Coastal Advice Port Macquarie have the knowledge and expertise to help you plan for your perfect retirement.

If retirement is still many years away for you, we can:

  • Build a personal Superannuation strategy to invest your funds in accordance with your current needs and retirement goals.
  • Create a Wealth Creation Plan to build your wealth outside of your Superannuation and create a strategy to maximise your retirement income.

If retirement is fast approaching or already here, we can:

  • Outline your retirement goals and financial situation to maximise your retirement opportunities.
  • Help create a transition to retirement plan and develop a plan to subsidise your PAYG income.
  • Investigate Super Contribution strategies, should you wish to make any voluntary personal contributions.
  • Review and build your Retirement strategy, preparing for the transition of your Superannuation to an income stream (pension) and investing your funds to reflect your goals.
  • Research alternative investment products that may be beneficial to funding your retirement lifestyle outside of Super, e.g. annuities.
  • Determine if you are eligible for the Centrelink Age Pension or any other additional government concessions.

At CAPM, our ultimate aim is to help you achieve all your goals for retirement so you can live your best life without having to stress about your financial situation.

If you want to enjoy retirement with peace of mind knowing there is a financial strategy to take care of the future, book a complimentary initial meeting with Coastal Advice Port Macquarie… It’s never too early to start preparing!

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