Retirement Planning

Achieve the retirement lifestyle you want

At Forward Path Advisory, we specialise in retirement planning services in Melbourne, guiding you towards a financially secure and fulfilling retirement. Retirement is an opportunity to enjoy the fruits of your labour be it travelling, spending time with family, or embracing a more relaxed lifestyle. We understand that preparing your finances for this new chapter can be daunting, and we’re here to support you every step of the way.

Our comprehensive retirement planning services focus on optimising your superannuation, effectively managing your savings, and establishing reliable income streams to support your desired lifestyle. We also help you plan for unexpected expenses, such as healthcare or home improvements, ensuring you’re well-prepared for any eventuality.

Whether your retirement is imminent or several years away, our experienced financial advisers will collaborate with you to develop a straightforward, effective, and adaptable plan. We prioritise creating flexible strategies that can evolve with life’s changes, ensuring you feel confident and comfortable as you approach retirement. Serving clients in Melbourne and across Australia, our dedicated team is committed to helping you achieve a retirement free from financial concerns.

Areas Of Advice

Retirement planning encompasses several key areas to ensure a secure and fulfilling post-work life.

Income Planning
Investment Management
Tax Planning
Estate Planning
Financial Security
Inflation Protection
Debt Management
Tax Efficiency
Legacy Planning
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Superannuation Optimisation

Maximising your superannuation contributions and investment choices to ensure a robust retirement fund.

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Income Stream Planning

Establishing reliable income sources, such as pensions or annuities, to support your desired lifestyle during retirement.

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Tax Efficiency

Implementing strategies to minimise tax liabilities on your retirement income, preserving more of your wealth.

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Lifestyle Planning

Defining your retirement goals and aspirations to create a plan that supports your desired lifestyle.

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Estate Planning

Establishing a plan for the distribution of your assets to beneficiaries, ensuring your wishes are honoured and potential legal complications are minimised.

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Investment Management

Crafting and overseeing an investment portfolio that aligns with your risk tolerance and long-term financial objectives.

Get in touch

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