Retirement planning involves many important considerations, including:

• Is my super balance sufficient to support me and my family?

• Do I have enough income to live comfortably for the rest of my life?

• How do I start an account-based pension from my super?

At ODV Private Wealth, we provide tax-effective retirement planning strategies with clear, personalised guidance. Our modelling tools and calculators give you a comprehensive roadmap, so you can feel confident that every consideration has been addressed.

Our Pre and Post Retirement Planning Services Include:

• Super rollovers and consolidation of multiple accounts

• Starting and managing an account-based pension

• Centrelink Age Pension eligibility and maximisation strategies

• Pension longevity calculations

• Ensuring sufficient income for living costs

• Estate planning and tax structuring

• Salary sacrifice and contribution strategies to boost super before retirement

• Transition to retirement planning strategies

• Limited recourse borrowing

• Investment strategies for long-term wealth creation

We work across industry super funds, SMSFs, and wrap products, helping you make informed decisions in your best interests. We also ensure your investments are aligned with your risk profile, giving you peace of mind throughout retirement.

Plan Your Retirement with Confidence

Book a Pre and Post Retirement Planning Consultation
Call (08) 8352 2522 or Book Online