Strategic Wealth Planning Shepparton Victoria

aged care

Wealth Accumulation

Planning for your future.


aged care

Protecting your wealth

Planning for the unexpected


aged care

Planning your Retirement

Time to do the things you want


aged care

Aged Care

Understanding your options


Retirement Planning

Thinking about retirement? Those thinking about retirement generally have many questions and concerns such as:

  • How much money will I need to support myself during retirement?
  • What, if any, assistance will I receive from the government?
  • How do I structure my investments to provide for my income and expenditure needs?
  • What type of investments should I use?

Retirement planning is also more than just focussing on the financial aspects. Retirement generally represents a big change in lifestyle. You are generally retired for a long time and therefore need to consider what you plan to do with your time.

Our experienced planning team can assist you in planning for this significant event and help give you the peace of mind that you are prepared.

Our retirement planning service also covers converting your superannuation to pay you a pension and transition to retirement strategies that enable you to access your superannuation while still working.


Call Strategic Wealth Planning on (03) 5821 2905 to ensure you get the most from your Retirement


Strategic Wealth Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

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