RETIREMENT PLANNING
Secure your financial future and enjoy the retirement you deserve with our expert guidance.
Planning for Your Golden Years
Retirement is a time to embrace a new chapter of life and enjoy the fruits of your labour. At Executive Wealth Solutions, we understand that planning for this significant life stage requires careful consideration and a tailored approach. Our experienced advisers will work closely with you to develop a comprehensive retirement plan that aligns with your vision and ensures financial security throughout your golden years.
Personalised Strategies
We don't believe in generic solutions. Our retirement planning strategies are personally tailored to address your unique circumstances, goals, and aspirations. Whether you envision a life of leisure, travel, or pursuing new passions, we'll help you create a financial plan that supports your ideal retirement lifestyle.
Maximising Your Resources
We'll help you make the most of your superannuation, investments, and other assets to ensure a comfortable and sustainable income stream throughout your retirement. Our strategies are designed to optimise your financial resources and provide peace of mind.
Managing Risk
Retirement planning involves careful consideration of potential risks, such as market volatility, inflation, and unexpected expenses. We'll help you develop strategies to mitigate these risks and protect your financial security.
Ongoing Support
Our commitment to you extends beyond the initial planning phase. We provide ongoing support, monitor your progress, and adjust your plan as needed to ensure you stay on track to achieve your retirement goals.
Personalised Strategies
We don't believe in generic solutions. Our retirement planning strategies are personally tailored to address your unique circumstances, goals, and aspirations. Whether you envision a life of leisure, travel, or pursuing new passions, we'll help you create a financial plan that supports your ideal retirement lifestyle.
Maximising Your Resources
We'll help you make the most of your superannuation, investments, and other assets to ensure a comfortable and sustainable income stream throughout your retirement. Our strategies are designed to optimise your financial resources and provide peace of mind.
Managing Risk
Retirement planning involves careful consideration of potential risks, such as market volatility, inflation, and unexpected expenses. We'll help you develop strategies to mitigate these risks and protect your financial security.
Ongoing Support
Our commitment to you extends beyond the initial planning phase. We provide ongoing support, monitor your progress, and adjust your plan as needed to ensure you stay on track to achieve your retirement goals.
As small business owners we didn’t have the time, or knowledge, required to plan for retirement correctly. Seven years ago we sought advice from David Lenarduzzi and told him we would like, if possible, to retire in 8 years with enough income to have a great lifestyle and travel the world.
David called this our “retirement runway” and he designed a financial plan to help us achieve our retirement goals. We are now happily retired and spend most of our time planning our next holiday. With David’s advice and guidance we managed to retire with more financial capital than we expected, and one year earlier than we had planned. It’s a fantastic outcome and we could not have achieved this without David’s high quality advice and professional ongoing service.
Michael & Allison Taylor
Executive Wealth Solutions stands out from other firms
Absolute Trust
As an independent advisory firm, we offer unbiased advice and solutions that truly align with your best interests. Your financial well-being is our sole priority.
Expert Advice
High quality advice is never a one-size-fits-all approach. Our advice is tailored to your unique circumstances, goals and financial aspirations.
Superior Service
Experience a level of service that goes above and beyond. We are dedicated to providing ongoing support, proactive advice, and a truly personalised experience.
Value
The benefits and value provided through our expert advice service enriches our clients quality of life and financial wellbeing.
The Financial Advice Process
Our comprehensive five-step process consists of the following stages:
- Step 1 – Understand your situation
- Step 2 – Design a bespoke financial strategy
- Step 3 – Present your statement of advice
- Step 4 – Put the plan into action
- Step 5 – Ongoing review, monitoring, and optimisation
Take The First Step On Your Journey To Financial Security & Peace of Mind
- We will explore what your future could be
- We will explain our unique approach to get results
- We will show you the next steps for your financial success
Frequently Asked Questions
When should I start planning for retirement?
The sooner, the better. The earlier you start planning, the more time you have to accumulate wealth, minimise tax, and make informed decisions about your future.
