Safeguard Your Retirement

Pension Planning

Have you ever wondered what your quality of life will look like in retirement? Will your income and assets allow you to maintain your lifestyle once you stop working? At ODV, we provide detailed pre- and post-retirement modelling to help you understand how your super, pensions, and other assets could last over time.

We also offer guidance on how to structure your finances in the years leading up to retirement to maximise opportunities and reduce risks. From tax-effective strategies to cashflow projections and estate planning considerations, we help ensure you’re well-prepared for the future.

Strategies we can assist with:

  • Salary sacrifice to super before retirement

  • Pre-retirement leave entitlement structuring

  • Retirement modelling under different scenarios

  • Cashflow and pension longevity projections

  • Asset structuring and optimisation

  • Aged care planning

  • Centrelink Age Pension maximisation strategies

  • Tax-effective estate planning

  • Super re-contribution strategies

  • Binding Death Benefit Nominations