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  1. Who We Help
  2. pre-retirees

pre-retirees

A successful retirement means different things to different people. Whatever your definition of retirement, one thing is sure – no one wants their golden years pressured by financial concerns.

The pre-retirement stage of life, often starting from age 55+, can be daunting.

We have experienced specialists in pre-retirement and retirement to help implement strategies that provide comfort and peace of mind in the lead up to and in retirement, so you can enjoy life.

You may still have children at home or have recently become an empty nester and be considering how these factors may affect retirement.

You may want to know things like:

  • How much do i need to retire
  • How can I start planning for retirement?
  • Changes to Centrelink pension?
  • Comfort/peace of mind in retirement?
  • What can i spend in retirement?
  • What will i get from Centrelink?
  • What can i expect from retirement?
  • How do others compare?
  • How do i transition to retirement?
  • Will my lifestyle change?
  • Can we still holiday?
  • What will give me meaning in my life once retired?

HOW CAN WE HELP

Enquire about a free consultation or just ask us a question. We’re here to help.


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testimonials

Paul is not out for the dollar. He is a genuine, caring, nice guy and is there to find the best product for his clients and not what is best for him.

testimonials

I feel honoured that Paul assisted me with my insurance. I would definitely recommend Paul and his wonderful team

testimonials

My life expectancy, we don’t know what that is but importantly my wife and the kids are covered and that is the most important thing that we have done together.

testimonials

Without that policy we would have lost probably everything we had financially. And just imagine without working for 2-3 years and no income, the bills still keep coming in but no income. It would made things tough.

testimonials

We had some bad advice from our previous financial planner. Since we have been with Paul he has instilled a lot of confidence in us and we feel very happy with the situation that we are in now. We are very glad to be with Paul and feel very confident with his advice.

testimonials

We had some bad advice from our previous financial planner. Since we have been with Paul he has instilled a lot of confidence in us and we feel very happy with the situation that we are in now. We are very glad to be with Paul and feel very confident with his advice.

testimonials

For us, he was a guiding hand in an incredibly turbulent time in our lives. He stood up for us when we really needed him to without asking him to do it. He just said look, it is his responsibility as our adviser and he went ahead and took the bull by the horn and really sorted it out for us. Very, very positive outcome for us.

testimonials

Paul stepped up and really shouldered the burden and took us through a very, very stressful time. We were very lucky that everything work out in the end. If it wasn’t for Paul we certainly wouldn’t be where are today as I think he went above and beyond.

testimonials

We are 100% behind Paul and Stottsure and the way they actually went for us was above and beyond the call of duty as far as we were concerned.