Confidently transition from work into your version of retirement
Sound familiar?
- You've worked hard, raised a family and have a bit of money saved away - but you're still unsure if you've done enough.
- You want to ease back from work or pull the pin entirely, but you don't know if or when you'll have enough.
- You're overwhelmed by super and retirement rules - and everyone seems to have a different opinion.
- You want to enjoy life now, but you're worried about running out of money later.
- You'd love to help the kids and spoil the grandkids, but not at the expense of your own security.
- And, you don't want to always be thinking about every dollar you spend.
We get it - after working hard for decades, you want to know you can ease into retirement without constantly worrying about money. At Apex Advice, this is exactly what we do - helping people like you move from uncertainty to confidence about life in your next era.
Make work optional,
without the worries
Know your magic numbers
Get clarity on exactly when work becomes optional and how much you can comfortably spend when you step away from the 9-to-5.
Structure your financial engine
Align all your financial pieces - super, investments, properties and income - to work harder for your future.
Plan the transition
Create a clear roadmap for easing from work to retirement, without the stress and uncertainty.
Squeeze more from your super
Use super's tax benefits and smart contribution strategies to get more money in your pocket when you can access it.
Deal with your debt
Get rid of that debt weighing on your mind, so your money can start working for your future, not the bank.
Right-size your insurance
Only pay for the protection you actually need, putting those saved premiums toward your future.
Make the most of an inheritance
Turn inherited money into lasting financial security with strategies that make the most of every dollar.
Understand your future entitlements
Know what government benefits you're likely to qualify for down the track - from part-pension to health care cards - it's worth planning for early.
Pass on your wealth wisely
Take control now to ensure your wealth passes to your loved ones exactly as you intend, without unnecessary tax or complications.
