What makes a great retirement?

There is no text book answer to this question. For some it is remaining healthy and enjoying the close company of friends and family. For others, it is scaling mountain ranges whilst writing your first novel. And for some, a great retirement is never retiring at all (yes, these people do exist). 

At TB Wealth Solutions, we challenge you to design a retirement plan that is uniquely yours and yours alone. We take great care and time in trying to understand this plan through all retirement phases. When you are comfortable that the goals are right and that we understand them well, we can get down to the critical part of building a financial plan to support your long term retirement objectives.

Most retirement conversations typically start with something along the lines of:

"How much will I need before I can retire?"
or
"How long will my savings last"

We run through a thorough process so you can start to understand the numbers of different strategies that are personalised to your situation so these questions can be addressed.

We recognise that over time goals change, and considering that 30+ year 'retirements' are not uncommon, we help you to regularly check if the plan is on track, or whether markets and or your goals have changed.

 

 

Related Services

  • Estate Planning
  • Age Pension Planning
  • Aged Care Strategies
 

Reviews

“Tony Wray has been our friend and adviser for over 20 years and has always given us an honest answer to all our questions and been able to assist us through the transition from working in our own business to a retirement strategy that makes sense. We would recommend anyone going through this to speak with Tony.

Robyn & Gerry F - Retirees, Gold Coast

“I first met Tony 20 years ago who was then providing advice on superannuation and other finance matters to the company I was then employed by. Tony has provided me with the financial guidance and alleviated the stress around managing my financial affairs. I believe I am certainly in a better financial position than I thought I would since engaging Tony’s services. I’d have no trouble recommending his services to anyone, either on an individual basis, or as an adviser on corporate matters."

David M - Retired Finance Director, Balmain