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Retirement income

Pre Retirement: Planning with Peace of Mind

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As retirement draws closer, it’s natural to want balance — less stress, more freedom, and confidence that your finances will support the life you’ve worked hard for.

In Peace of Mind Before Retirement: Louise’s Story, we follow one woman’s journey to align her goals — becoming debt-free, boosting her super, and helping her children — without sacrificing her own financial security.

Through smart pre-retirement planning and tailored advice, Louise discovered that with the right strategy, you really can have it all — a comfortable lifestyle today, and peace of mind for tomorrow.

Downsizing The Family Home: A Success Story

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For many retirees, downsizing isn’t about giving up — it’s about gaining freedom, simplicity, and financial clarity.

In A Smart Move: Navigating the Downsizing Journey, we share how one couple in their late 60s turned a complex transition into a confident new chapter. With expert guidance, they streamlined years of financial clutter, moved $1.32 million into super, eliminated unnecessary tax, and secured a sustainable income stream for the years ahead.

From property settlements to Centrelink strategy, this story shows how downsizing — when done right — can be both a fresh start and a financial win.