At Strategic Planning Partners, everyone in the team is passionate about giving people who are retired, approaching retirement or just thinking about retirement, the peace of mind that they can afford to live the life they want to live in the years ahead. And, we have been doing this for over 25 years.

From our office at Miami, we meet with people every day and share ideas, thoughts and experience around:

• preparing for retirement, and agreeing on what financial independence in retirement might look like for you and your family
• appropriate superannuation strategies that help those who want to retire now, as well as those who wish to transition slowly from work to retirement
• accessing Centrelink benefits and minimising tax
• investment strategies and approaches that match your profile and desired involvement levels
• protecting people and their families in the event of illness or tragedy
• dealing with the financial and emotional issues that surround life transitions, such as death, divorce and redundancy
• inheritance, estate planning and aged care issues.