Planning for retirement is a big topic and it covers the key decisions you need to make when looking ahead to the lifestyle that you hope to have, after you finish work.  One of the first steps you need to make to have a successful transition to retirement is to have a plan.

At Core Financial Services we are able to advise on all aspects of retirement planning.

  • What to do with your Superannuation when you retire?
  • Are you eligible for Centrelink link benefits and if you are, how to maximise these?
  • Before you retire we will help put you on the road to financial security and access benefits.
  • Decipher complex super and tax legislation and translate them into actionable strategies.
  • We find the best income stream option and also structure your retirement portfolio to minimise tax.
  • We schedule regular reviews to ensure you stay on track before and after you retire, so all you need to focus on is enjoying a new and more relaxed lifestyle.
  • What happens to your retirement income when you pass away?



    By starting a conversation with us today, you can begin building a financial plan for the future.  You will benefit from the combined experience and dedicated network of financial professionals across Australia. Send us a message and we will get you in touch with the closest specialist adviser.

    Head Office Contact Details
    Address: 45 Ventnor Avenue, West Perth  WA  6005
    Postal Address: PO Box 3050, Joondalup  WA  6027
    Phone: 1300 375 357