Retirement Planning Services

Retirement Planning

A retirement plan to deliver a life you'll love.

Retirement planning is about making sure your finances support the lifestyle and adventures you have planned. It’s also an exciting time as you decide what you want your retirement to be like.

At Story Wealth, we ask questions and we listen intently to understand what motivates you, your passions, and your retirement goals.

We’ll help you to navigate pensions, income streams, eligibility for government entitlements, Self Managed Super Funds (SMSF) and more.

Our mission is to help you to the next chapter in your amazing life story because… this is where the fun begins!

Building the Retirement You Truly Want

Retirement planning can raise many questions and decisions that can be overwhelming. You’re not alone here. Our advisers listen and provide guidance to achieve the retirement life you genuinely want.

Whether you’re just starting to think seriously about retirement or want to review an existing plan, our team will give you the confidence and clarity to plan the retirement you’ve worked hard to create.

Some of the common questions we can answer:

Do I have enough money to support the lifestyle I want?
When can I stop working?
What government entitlements am I eligible for, including the age pension and healthcare benefits?
How can I make my superannuation or SMSF work harder for my retirement?
What’s the smartest way to structure my income streams and manage cash flow in retirement?
How do I prepare for an unexpected ‘rainy day’?
When should I update my retirement plan if things change?

We guide you through the process to structure multiple income sources, grow your super, access government entitlements, and manage cash flow.

~ Kara Treeby

This is Your Retirement Story

The Story Wealth approach is centred around you.

We work with you to explore options, prioritise goals, and address your concerns with thoughtful and caring guidance.

Together we’ll navigate the intricacies of retirement planning to create a future with your vision in mind.

And, as your circumstances or legislation changes, we proactively discuss and adjust your plan to ensure your income, assets, and investments remain aligned to your goals.

Our financial advisers will work with you to plan and implement retirement strategies to:

Grow your super, access government entitlements, and investment income to support your retirement plans.
Create sustainable cash flow management and multiple income streams for long-term stability.
Structure Self Managed Super Funds (SMSF) that align with your investment goals and retirement timeline.
Coordinate with relevant professionals for a seamless transition.
Provide clear, easy-to-understand advice at every step, so you’ll know exactly what’s happening with your money.

We never get tired of seeing our clients stop worrying about ‘can I afford to retire?’ and start getting excited about ‘what amazing things will I do first?’

Your Future, Now

Whether your vision is clear or a little vague, we’ll help you with the financial plans to make it happen, just the way you want it.

Send a Message

Not quite ready for a chat, but have a few questions?
Or you’re a current client with a few queries?
Send a message our way.