Financial Planning for Pre and Post Retirees
A structured approach to securing your financial future and protecting your wealth.
Strategic Retirement Planning for Peace of Mind
Retirement is a major milestone, but navigating it with confidence requires careful financial planning. At Core Wealth, we help you structure your finances so you can transition smoothly into retirement, ensuring you have the income, security, and flexibility to live life on your terms. Our expert team works with you to organise your wealth, optimise your assets, and create a sustainable financial plan, giving you peace of mind that your retirement is built to last.
How We Help
From structuring your superannuation and accessing retirement funds to maximising Centrelink benefits and tax efficiencies, we provide strategic guidance at every stage. With our expertise, you’ll have clarity and control over your financial future, knowing that your hard-earned wealth is working for you in the most effective way.
Your Retirement, Our Priority
Organised & Prioritised Financial Goals
Clear, tailored strategies for your retirement journey
Ongoing Financial Stability & Peace of Mind
Professional management of your finances
Cash Flow Management & Retirement Planning
Optimising your income for long-term security
Accessing & Maximising Retirement Funds
Maximising your wealth for a secure future
The Core Wealth Way
At Core Wealth, we do more than help you manage your money, we take the time to listen and understand what matters most to you, whether that’s growing your wealth, securing your retirement, or achieving life-changing goals like starting a business or travelling the world. From there, we create a personalised financial plan that aligns with your unique lifestyle and aspirations.
Our approach is built on clarity, honesty, and empowerment. Using sophisticated modelling tools and 60+ years of combined expertise, we map out a clear path to your financial future. We’re not here to complicate things, we’re here to make your financial journey simple, transparent, and achievable.
Why Choose Us
Lifestyle Focused
Every decision made is centred around your lifestyle. We don’t just plan for your financial future, we plan for the life you envision, empowering you to live with freedom and purpose.
Highly Experienced
With 60+ years of combined experience, we bring deep expertise and a comprehensive understanding of global financial markets to guide your wealth, no matter how complex your situation may be.
Complete Transparency
We believe in complete transparency. Every decision made is explained clearly and honestly, ensuring you have full confidence and clarity at every step of your financial journey.
Client First
You’re never just a client to us, you’re part of the Core Wealth family. Your needs and goals are at the heart of everything we do, and we work hard to ensure you achieve them.
Trusted Adviser
We build lasting relationships based on trust, integrity, and genuine care. As your dedicated financial partner, we’ll offer expert guidance and unwavering support, ensuring you feel confident in every financial decision you make.
Frequently Asked Questions
How can Core Wealth help me transition into retirement?
We provide completely tailored strategies to help you navigate the transition into your retirement, such as organising your finances, helping you prioritise your financial goals, and managing your retirement funds for long-term security so you can get on with enjoying your new lifestyle.
What steps can I take to ensure my retirement is financially secure?
Core Wealth will help you create a comprehensive retirement plan, covering everything from cash flow management to maximising your retirement funds and ensuring ongoing financial stability. We’ll explain all details clearly, providing you complete clarity and confidence to enjoy your retirement with peace of mind.
How do you help with accessing Centrelink benefits?
We assist in identifying and accessing any eligible Centrelink benefits to help you maximise the support available during your retirement.
What is the best way to manage my income during retirement?
We focus on developing a sustainable income strategy that optimises your cash flow, ensuring you can maintain your lifestyle throughout your retirement without worrying about running out of money.
How do you tailor financial plans for retirees?
At Core Wealth, we take a personalised approach, crafting a retirement plan based on your unique financial situation, your goals, and your aspirations for the future.
How do you help with managing retirement funds?
We’ll guide you through accessing and maximising your retirement savings by creating a strategy road map that aligns with your financial goals and supports your retirement lifestyle for the long-term.
Can you help me prioritise my retirement goals?
Absolutely! We’ll help you define your priorities, creating a clear plan for your retirement and ensuring that your financial decisions are aligned with the life you envision.
How can I have peace of mind during retirement with Core Wealth?
By partnering with us, you’ll become part of our Core Wealth family. Our professional, hands-on management of your finances will give you the confidence and peace of mind to focus on enjoying your retirement whilst knowing your finances are being managed by those who have your best interests at heart.
Real Stories, Real Results
Ready to Plan Your Financial Future?
Let Core Wealth take care of your finances so you can focus on what matters most, living your best life.