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Retirement Planning

Retirement Planning Advisor

In Australia, early retirement from full-time employment has become a growing trend. There is also the increase in the average life expectancy due to healthier and more active lifestyles throughout the population, therefore, merely your employer’s superannuation contributions may not be sufficient in funding your desired retirement lifestyle.

At SMART Financial Advisory we believe it is crucial that your retirement planning funds are benefitting you at every phase of your life. For our clients between the age of 55 and 65, we believe that it is crucial that you have an effective monetary plan to support you during retirement.

Whether you are a long way off retirement, transitioning into retirement or already retired, our financial advisers aim to complete a review of your financial position to identify how you can secure your income during retirement. Our team will keep you aware of market conditions and legislative changes to be able to continually advise of potential investment strategies and opportunities.

Retirement planning options that we provide to our clients include:

  • Transition to Retirement (TTR)
  • Allocated Pension
  • Life Time Pension
  • Annuity

Life is a great adventure, and our retirement planning advisors want to be there to help you make smart financial decisions toward your retirement. Let’s start your retirement planning with us today.

Testimonials

We deliver true results, focusing on strategic decisions and practical actions tailored to our clients' unique reality. We engage all levels of an organization from day one.

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John Farrell

I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.

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Ken Smart

Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.

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Ross Peters

I would like to thank Pallavi Mahajan and her associates for all their help setting up my transition to retirement they did a fantastic job with minimum fuss...

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Hilary Taylor

As a professional Tax Consultant, over the years I have dealt with a number of Financial Planners and referred many of my clients. Although they were happy what..

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Dancy He

I have known Pallavi for 2 years now and we have been working together so well.I am absolutely impressed with her service in the financial planning area – what..

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Jim Coull

I was referred to Smart Financial and am a current client. The professionalism & knowledge of the team led by Pallavi has seen my financial position tailored – what..

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Google Rating
4.0
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