Retire with confidence
Follow these 9 steps:
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1. Initial discovery
We start by listening. We have a quick chat about your goals, lifestyle, family situation, and what retirement success means to you.
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2. Understanding your financial position
We look at your assets, liabilities, income, expenses, super, insurance, and estate plans.
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3. Goal setting and priorities
We help clarify and prioritise your retirement objectives including financial security, legacy planning, or a dream lifestyle.
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4. Risk assessment and comfort check
We assess your risk tolerance, capacity, and any concerns you may have. We ensure your retirement plan is realistic and matches your comfort level.
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5. Strategy development
We craft a tailored retirement strategy – covering income planning, investments, super/tax efficiency, and estate considerations.
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6. Presentation and refinement
We walk you through your personalised plan, fine-tuning recommendations.
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7. Implementation
We take care of the paperwork and execution – seamlessly setting up your investments, income streams, and strategies.
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8. Ongoing review and adjustments
We meet quarterly to review your plan, monitor market changes, and adjust as your needs or circumstances evolve.
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9. Keeping you informed
We keep you connected, with regular updates, easy-to-understand reports, and direct access to the Wattle team whenever you need guidance.