Ease of mind with retirement planning.

Plan

We create a plan based around your circumstances and retirement goals.

Investment

We direct you to a superfund that will provide you with the best return.

Return

You receive get your super return and live life as planned.

Planning for your retirement doesn’t have to be daunting or time-consuming.

Setting goals is crucial if you are looking for long term success. If you want to be somewhere, you need to determine exactly where that is.

Fitzpatrick Group will find the best plan for you, based on benefits limits, fees, contribution levels, taxation, life insurance, investment performance, superannuation and your retirement goals.

We will make sure you invest your earnings in a fund where you will receive the maximum return.

At Fitzpatrick Group, we can take away the guesswork, leaving you with confidence that you’re making sound financial decisions about the future – and the freedom to live for today.

Superannuation

Superannuation remains one of the most tax-effective ways to save for your retirement. Longer life expectancy and a soaring cost of living mean that it’s more important than ever that your money works for you.

At Fitzpatrick Group, we can help you maximise your superannuation and the benefits that come with it – so you can gain peace of mind that you are making the most of your hard earned money.

Using years of experience, we will find the best plan for you, based on benefits limits, fees, contribution levels, taxation, life insurance, investment performance and your retirement goals.

Let’s make it happen.

  • This will help as well.
  • Age of pension is 67 for those born after 1 January, 1957.
  • Usually 70-80% of current income.
  • If yes, for how long? If no, what is your expected income?
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