Retirement Planning

clarity.. security....certainty...

To enjoy life in retirement and the comfort of financial security requires careful financial planning and its important you have trusted advice through this period. Whether you are retired, or close to retirement, our advisers can provide you with expert advice and answer the questions you may have. There is one thing everyone who retires has in common - the need for money to fund your lifestyle in retirement. Whether you have built up savings in superannuation, property, an investment portfolio, cash in the bank or a business you're selling, you need to convert those savings into income.
Contact us to discuss your Super needs

Where is your superannuation and what is it doing?

Superannuation is an Australian long-term retirement savings scheme. The scheme will provide you with an income for retirement and it will be most Australian’s main form of retirement income apart from the government funded retirement pension.

Our team will help you understand how superannuation forms a vital part of your wealth strategy, how best manage grow and invest it.

The laws around superannuation are complex, but there are also many opportunities to take advantage of these government initiatives. We can help put in place a plan in place to meet your needs and maximise your investments.

In planning your retirement, we’ll help you consider the following:

  • Lifestyle and goals
  • Superannuation
  • Self Managed Super Funds
  • Cash flow
  • Asset management
  • Annuities (pensions)
  • Estate planning
  • Life and health protection
  • Tax management
  • Transition to retirement
  • Inheritance issues
  • Financial assistance and gifting to family
  • Healthcare
  • Long term care planning
  • Later life and aged care planning

what our clients say

As a self employed single woman it has been important that my finances be well looked after. Although my superannuation is not very high, Priy has met with me every year and has diligently and painstakingly taken the time to explain suggested changes that will benefit me. Apart from this he is obviously keeping up to date with everything, as suggested changes are made throughout the year. When, for health reasons, I retired a couple of years ago, Priy spent a great deal of time with me "revamping" my fund to lower risk and transferring it to a tax free fund. Now as I approach 65, Priy is again taking the time to advise me how to best deal with Centrelink and make my money last the remainder of my life. It is obvious that Priy is enthusiastic and passionate about his work, and a great comfort to me to know that I am in good hands.
Sue Lay
Mark Dunsford has assisted us in the construction of the Maddocks Group Salary Continuance and Group Life & TPD insurance. In addition, Mark assists many of our Partners in a personal capacity. We have found Mark's service to be of an excellent standard. His service is specific and relevant to the needs of our business. Our policies and options are clearly explained in respect of what is and what isn't covered. All claims have been dealt with efficiency and effectively. Nothing is too much trouble or too difficult when we speak to Mark about our insurance needs. I highly recommend Mark as an insurance broker.
David RennickCEO Maddocks Law Firm
We would like to thank Priy Wijesekera for his help with our financial situation. He has been handling our account for the past few years and we have been very happy with the results. In particular over the last 6 months which have been very difficult due to sickness and early retirement. His help and advice have been outstanding and despite our situation constantly changing, he has been of immense help, patient and never made us feel rushed or annoying. The final results have been excellent and put us exactly where we wanted to be in our retirement moving forward. Once again Priy, thank you
Pat & Derek Rowe
I just want to write to say thank you for all that you have done for me in putting in place and then managing my various insurances including income cover and cover in respect of particular events or illnesses known as trauma insurance. As a busy lawyer, I often find that I, and I am sure other lawyers tend to attend to other people’s business and affairs more diligently than we attend to my own. In this regard, I am very thankful that you were (and still are) attending to my insurance related affairs.
Terry MontebelloPartner Maddocks Lawyers
Mark has been very helpful and efficient over the years and has looked after our interests well. When my wife was diagnosed with breast cancer, he did his best to help us try and recover under our trauma cover (even though the diagnosis was made just within the 90 day no claim period). When, after a long illness, my wife died, Mark dealt with the claim under her life policy and quickly arranged for payment to be made by the insurer. Being properly insured has meant that I have had peace of mind from a financial perspective. Mark's team has also been most helpful in advising me on my investment and superannuation plans.
Jonathan Ambler
Over the past 5 years, I’ve had two major, but unrelated, health issues. On both occasions, Mark and the team at Dunsford Financial Planning were fantastic – not lonely did I receive trauma payments promptly and with a minimum of fuss, but Mark personally ensured that I received the maximum possible payment. In all my dealings with Dunsford Financial Planning, I have been impressed with their knowledge, professionalism and care.
Guy O’Connor Property Practice Group, Maddocks
Previous
Next