Money Calculators 
Masterclass 
Podcast Retirement Financial Advisor & Planner
Set your retirement goals. Leave the financial planning to the experts.
Plan Your Retirement Early.
Securing your future begins now. With Australia’s average life expectancy reaching 83 years, early retirement planning is paramount. Every moment counts, as time becomes a powerful asset when it comes to building a robust retirement fund. By initiating financial strategies sooner, you harness the potential for compounding growth, ensuring a comfortable retirement that aligns with your aspirations. Don’t delay; take the first step toward a worry-free retirement today.
Contact My Money Sorted and receive professional advice from our retirement financial adviser and planner.
Your Trusted Retirement Financial Planning Advisor in Australia
Discover peace of mind with My Money Sorted. Our comprehensive retirement planning services ensure a seamless transition to retirement.
Transitioning to Retirement
How do you make the transition from work to retirement? Our experts create a personalised and comprehensive retirement plan that optimises your savings for a smooth transfer, ensuring financial security as you enter this new phase.
Managing Super & Investments
We simplify superannuation and investment management. We develop an investment plan that maximises returns while minimising risks, safeguarding your future by assessing your risk tolerance and financial goals.
Retirement Tax Planning
Reduce your tax burden during your retirement years. Our financial advisers will strategically manage your finances to ensure you take advantage of available tax benefits and credits, thus increasing your retirement savings.
Retirement Lifestyle Planning
Define your retirement lifestyle objectives. We work closely with you to understand your goals and build a customised plan that allows you to fulfil your retirement dreams while keeping financial stability.
Retirement Income Stream
With our customised income stream techniques, you may ensure a stable future income for your retirement. We create a long-term strategy to guarantee you retain your ideal lifestyle during your golden years.
With the right advisor at your side, you can achieve your money goals in life and overcome the biggest challenges holding you back.
Ready to make the best money moves when it comes to your finances? Let us help you find the best financial planner or adviser for your needs
Our 8-Step Retirement Financial Planning
Start out on the right foot with Our 8-Step Financial Plan for Retirement. From envisioning dreams to precise implementation, our meticulous process assures tailored strategies, financial growth, and sustained peace of mind.
Step 1: Initial Consultation
Understanding Your Vision. We begin by listening to your financial goals, retirement dreams, risk preferences, and vital information that lays the groundwork for your personalised retirement strategy.
Step 2: Data Gathering
Comprehensive Financial Profile. We collect detailed information about your assets, liabilities, income, and expenses, ensuring a thorough understanding of your financial landscape.
Step 3: Analysis & Assessment
In-Depth Financial Evaluation. Our experts analyse your financial data, assessing current strategies, and identifying opportunities to enhance your retirement outlook.
Step 4: Goal Setting
In-Depth Financial Evaluation. Our experts analyse your financial data, assessing current strategies, and identifying opportunities to enhance your retirement outlook.
Step 5: Tailored Strategy Development
Crafting Your Personalized Plan. Utilising insights gained, we create a comprehensive retirement strategy tailored to your unique financial situation and goals.
Step 6: Implementation
Transforming Plans into Reality. Your active participation merges with our expertise as we implement the strategies, potentially recalibrating investment portfolios, initiating retirement accounts, and optimising insurance safeguards.
Step 7: Regular Review
Sustaining Your Retirement Success. We continually review and adjust your plan, ensuring it remains aligned with your evolving life circumstances and market trends.
Step 8: Education and Communication
Helping You Get Smarter About Money. Throughout our journey, we clear up the mysteries. With each interaction, you learn more, and we give you the tools you need to make wise choices about your retirement journey.
Why Trust My Money Sorted?
Our experienced team of retirement financial planner is dedicated to helping you secure a secure retirement, focusing on transparency, integrity, and client satisfaction to navigate the complexities of retirement planning..
Personalised Strategies
Tailored plans ensure your retirement goals are at the forefront of our approach.
Expert Guidance
Years of industry mastery empower us to lead you toward a secure retirement.
Transparent Communication
Clear, open conversations foster trust and mutual understanding throughout your journey.
Proven Results
Our track record of successful retirements speaks to our commitment and proficiency.
Client-Centric Focus
Your dreams guide us. We are dedicated to your unique aspirations and financial well-being.
Get Financial Advice from the Trusted Financial Advisors in Australia
Ask our team of Financial Planner experts for your retirement questions.
You can retire whenever you want. But your finances, job prospects, retirement plans, and health should be among the most important things to consider prior to retiring.
Industry data shows that a single person needs about $50,207 a year to retire comfortably, while a couple needs about $70,806 a year. One other choice is to get a big sum.
In general, you may access your super after you hit the preservation age, which is between 55 and 60. You’ll have a lot of options, many of which are tax-free.
You might be eligible for government entitlements like age pension, health care benefits, or a pension for people with disabilities.
When deciding where to live in retirement, you should think about how close you are to health services, what your hobbies and interests are, and how you won’t be cut off from your partner, friends, and family.
Retirement Planning Guides
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Money Steps to Take In Your Last Year Before Retirement
If you’re in your final year before retirement, it’s crucial to take some important money steps to ensure a successful transition. You definitely don’t want to be caught off guard by unexpected expenses or find yourself in a tight financial spot. But don’t worry! With careful planning, you can create a solid financial plan that […]
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Financial Planning
What is the Retirement Age in Australia?
Some people are apprehensive about the thought of retirement. Others might not know what they’ll do once they retire. At what age should you retire? What things should you consider to ensure a comfortable retirement? How do you ease into retirement? Use this article to guide you in making retirement decisions, including retirement benefits and […]
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