Superannuation Planning

Helping You Maximise Your Super

Providing superannuation advice in New South Wales.

Not sure where your super is or how it’s performing? Do you have more than one super account? Wondering if your fees are too high or if your investments match your goals? Considering retirement but unsure how super fits into the overall picture?

We’re here to help. Whether you're just starting to pay attention to your super, looking to consolidate accounts, boost your super, or preparing for retirement, we’ll guide you every step of the way. Together, we’ll help you take control, make the most of what you have, and ensure your super works as hard as you do.

Ways We Can Help You Navigate Superannuation

Locating My Super(s)
How’s My Super Doing
Consolidating Accounts
Preparing for Retirement
Investment Strategies
Tax-Efficient Growth
Early Access (Age 60+)
Updating Beneficiaries

Partner with Us to …

Know Where Your Super Is and How It’s Growing

We’ll help you determine exactly what you have, how it's growing, and whether you’re on track for your future.

Optimise Your Super for Your Season of Life

Together, we’ll tailor your super plan to perfectly match your stage of life, career, income, and long-term goals—no one-size-fits-all here.

Set the Stage to Retire with Confidence

Whether you’re years away from retirement or almost there, we’ll make sure your super supports the future you want.

Book a Free Call

We Guided Their Debt-Free Path to Retirement

Lucas & Steph

a late-50s couple preparing for the next chapter.

When they came to us, Lucas was a high-income IT professional and Steph a university lecturer planning to stop work early due to health challenges. They had equity in their home but carried a large mortgage—and weren’t sure how to best downsize and set the stage for a strong retirement.

View Client Success Story

We Protected Their New Life Together

Ryan & Louise

a newly-married couple in their early 30s.

When they came to us, they’d just bought a house, started planning a family and didn’t have “much else going on” financially (according to them!).

View Client Success Story

Superannuation Questions We Can Help You Answer

Should I consolidate my super funds?

Often yes—but it depends. We’ll review your accounts and help you consolidate only when it’s in your best interest, factoring in fees, insurance, and performance.

Can you help me choose the right investment option in my super?

Absolutely. We’ll look at your goals, risk comfort, and time horizon to recommend an option that suits you.

What happens to my super when I retire?

We’ll guide you through how to access your super tax-effectively and structure it for income in retirement—whether through a pension or another strategy.

Let’s Find That Super, and Maximise It For You

If you're ready to review your super and feel confident about your financial future, we’re here to help.

Book a Free Consultation

Or email us at
or call 0421 853 704

How Retirement Ready Are You?

Find out fast with our Retirement Ready Scorecard!

Get your next steps

to retire with confidence