Sunny was very thorough in understanding our financial needs and tailoring advice that was clear and concise. I have had mixed doubts about financial advisors before but Sunny and team were fantastic”
Are you over 60 and still working? A Transition to Retirement (TTR) strategy could help you access your superannuation while still employed, potentially boosting your take-home pay and superannuation balance simultaneously.
A Transition to Retirement Income Stream allows you to:
Access super while still working (from age 60)
Potential tax savings through salary sacrifice
Boost your super balance before full retirement
Flexible working arrangements support
Test retirement lifestyle gradually
Professional guidance on complex rules
Practice of the Year winners with over 20 years of combined experience
We take the time to truly understand your situation - no rushing, no pressure
Complex topics explained in simple terms you can understand
Clients consistently praise our ability to make retirement "less stressful and achievable"
Trusted in Melbourne for two decades
Payment Limits
Employment Requirements
Market Risk
Regulatory Risk
Reduced Working Hours
Career Transition
Retirement Income Planning
Sunny was very thorough in understanding our financial needs and tailoring advice that was clear and concise. I have had mixed doubts about financial advisors before but Sunny and team were fantastic”
So happy Ravi has made my coming retirement less stressful and achievable… it’s good to have a team of people who have my interests at heart.
Ravi was fantastic to work with and provided clear, practical financial advice… He really understood where we are in our financial journey.
Don't navigate Transition to Retirement alone.
Our expert advisors help you access your super while still working, potentially saving tax and boosting your retirement savings.
