All services
Retirement & Pension Strategies
The plan for the day the salary stops.
Retirement planning is where strategy becomes real. We help you model what your capital can sustainably deliver, then structure pensions, drawdowns and reserves so income arrives predictably and tax is managed along the way.
What's included
- Retirement income modelling and drawdown planning
- Account-based pension establishment and review
- Transition to retirement strategies
- Social security and Centrelink planning
- Redundancy and early retirement decisions
How we approach it
We have advised clients on retirement strategies since the business was established, through multiple market cycles and many rounds of legislative change.
The result our clients value most is simple: knowing what their money will do, and being able to stop worrying about it.
Dunross Financial Planning Pty Ltd holds Australian Financial Services Licence No. 237496. Advice is provided from our office at 190 Boundary Street, West End, QLD 4101, and to clients throughout Australia.