Getting Ready for Retirement
Retirement is closer than it used to be. Let's make sure the plan is too.
Somewhere over 50, priorities start to shift. The kids need less, the mortgage might be nearly done, and retirement stops being a distant idea and starts being an actual date on the calendar. That shift raises real questions: how much do you actually need, when can you access it, and what happens to your income once the pay cheque stops.
We help you build a clear plan for the transition, whichever stage of the runway you're on.
What a plan built for you gives you
Turn "how much do I need" into an actual answer.
✓A clear answer to how much you actually need, based on your own numbers, not a rule of thumb.
✓An understanding of when and how you can access your super.
✓A plan for turning what you've built into an income you can actually rely on.
✓Confidence that your insurance and investments still fit where you're at, not where you used to be.
✓A way to balance living well now with making sure it lasts.
✓Room in the plan for supporting family, or leaving something behind, if that matters to you.
Support for wherever you're at on the runway.
Whether retirement is five years away or already underway, the plan gets built around where you actually are.
Get your super working harder
Contribution strategies, investment mix and other options to build your balance in the years ahead, and beyond.
Plan for a longer runway
Retirement can run 20 to 30 years or more. We build in buffers for healthcare, aged care and the unexpected.
Adjust as you transition
Insurance and investments reviewed and adjusted as your income and needs change on the way into retirement.
Get clear on what you actually want
A step-by-step plan built around your own goals for this next stage, not a generic version of retirement.
Manage an SMSF properly
If a self-managed super fund suits you, we help you keep it compliant, efficient, and on track.
Enjoy life now, properly
Balancing spending on the life you want today with keeping enough aside for the years ahead.
Build a reliable income stream
Turning your super, investments and other assets into an income you can actually plan around.
Get on top of cashflow
Understanding what's coming in and going out, so the transition doesn't feel like a guessing game.
Why Level Up Wealth
Straight-talking advice, built around you.
One adviser, not a rotating team
You work directly with Scott, every time, not whoever happens to be free that week.
Fixed fees, agreed upfront
No surprises, and no percentage-of-assets charges eating into what you're building.
Built around your goals, not a product list
We start with what you're trying to achieve, then find what actually gets you there.
Handled properly
Paperwork, implementation and ongoing management taken care of, so it's not left to you.
Plain English, no jargon
Straightforward advice you don't need a finance degree to follow.
Accountability that keeps you moving
Someone in your corner keeping the plan, and you, on track, not just at the annual review.
Ready to get retirement ready?
You don't need to have it all figured out first. Book a free, no-obligation intro call and we'll talk through where you're at, what's actually possible, and whether we're the right fit.
15 minutes, no prep needed We reply within one business day. No obligation to proceed