Retirement planning

Secure the retirement you've worked hard for

Getting to know you
We will find out about your goals for retirement, assess where you are now, and then give you insight into what's achievable, and how.
Working with you
Once a plan is in place, we proactively monitor progress to ensure you remain on track to achieve your ideal retirement, and will keep you informed.

Planning ahead

No matter how far away from retirement you are, we will work with you to establish a plan of attack to ensure this next stage of your life is comfortable and fulfilling.


We all know the benefits of building our nest egg through superannuation, yet it is notoriously complex. We can help you make the most of government incentives to bolster your superannuation contributions.
Centrelink / DVA payments
You may be eligible for a government pension – yes, even if you have assets and superannuation. We can help structure your existing finances to maximise your chance of being able to access these entitlements.
Income streams
There are strategies to maximise your income during retirement. Whether it's to leverage government entitlements, work an extra couple of years, or simply to access your funding in the most tax-efficient way. 
Get in touch

How we work together

Your PFG adviser is here to map out a strategy that helps you achieve your financial and lifestyle goals, now and long term.
Let's talk about what you're hoping to achieve, establish whether we're a good fit for each other, and map out a plan of attack.
Your PFG adviser will crunch the numbers and research available options, leveraging both tech and industry insight.
We'll meet again to show you your custom solution, explain how it all slots into place, and get your buy-in into the strategy.
The paperwork will be handled by your PFG adviser, who'll keep you updated on the process and progress of your advice plan.

Ready to find out more?

Get started today
PFG Financial Services helps hard-working people get more from their money. With offices in Melbourne and Brisbane, we are here to serve people right across Australia.
Copyright © 2024 PFG Financial Services.

PFG Financial Services Pty Ltd ABN 23 052 977 189 and, PFG Global Pty Ltd (ABN 50 679 416 839, ACN 16 1691 103) as trustees for The Trustee for PFG Financial Services Trust, trading as PFG Financial Services (Global), are authorised representatives and credit representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.

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