Retirement Planning
My goal; securing my retirement.
We can provide you with a personalised retirement strategy.
How we can help
When you retire you want to feel confident you have the means to live well and enjoy yourself. However, with governments and employers putting the onus of retirement planning on the individual, combined with improved life-expectancy requiring a larger retirement fund, we appreciate financially preparing for retirement can feel overwhelming.
We can help.
Hear from Jamie Bubb-Sacklyn, one of our expert Private Wealth Managers, explaining how we would develop a financial roadmap to retirement in response to a typical scenario we’re experienced in managing.
*Because we take our clients’ privacy seriously, we do not use real client information to showcase our work. This is an example of a typical scenario we are experienced in managing.
What are our clients saying about us?
Christopher
I was looking to make an investment as I am fast approaching retirement age with nothing in place. The Melbourne Capitol advisor, Jake Mowson came to my help. Now, we can all be sceptical at times but Jake always made me feel comfortable and as an advisor, he did just that, he advised. Never any pressure and always available to discuss matters. Brilliant!
Muhunthan
I have been working with Luke White at the Melbourne Capital Group for just over a year now. He has helped simplify my understanding of my U.K. based pensions and has advised me on all the options available. I highly recommend his services as an advisor and to explain things in layman's terms.
Our approach
We listen.
We listen to understand your retirement aspirations, financial obligations, savings, investments and assets.
We provide a financial forecast for retirement.
After careful assessment, we forecast your income and anticipated expenses for the duration of your retirement.
We provide you with a personalised retirement roadmap.
We create a personalised retirement roadmap that sets out manageable savings and investment goals.
We help grow and manage your wealth.
We support you on your road to retirement, helping grow your wealth or by managing pre-existing wealth, engaging your assets so they are working to support you.
We monitor and adapt.
In partnership with you, we monitor your savings and investments, adjusting our strategy accordingly to keep you on track.
Let us help you secure your retirement
Speak to our Private Wealth ManagersBenefits of working with us
We are free to source the best opportunities.
We are a wholly independent and privately owned company, free from external constraints. This allows us to explore the market comprehensively, identifying the best opportunities to serve your interests.
We are experts in international retirement planning.
If you are an expat or have worked abroad, you may hold pensions, savings, or assets internationally. We are adept at navigating the complexities that arise, consolidating pension arrangements, and managing international assets to optimise income while minimising tax exposure.
We offer specialist solutions.
If you have multiple pensions with several previous employers, hold existing investments and assets or have specific investment strategies, we have a range of specialist solutions available.
We mitigate shortfalls.
We build in ‘rainy-day’ contingencies, offering you a financial strategy that lasts until your 100th birthday. We can also offer guidance on health insurance and legacy planning, preserving your wealth so you can pass it on to your loved ones.
Let us help grow your wealth
Speak to our Private Wealth ManagersFrequently Asked Questions
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