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Retired Happy Couple
Discover the endless possibilities awaiting you in retirement!
Take the first step towards your dream retirement by scheduling a complimentary Retirement Strategy Meeting with one of Australia's top financial planners.

This session is designed to provide you with invaluable insights, clarity, and a sense of purpose regarding your financial future. Gain actionable ideas to propel you forward on your retirement journey. Don't miss out—reach out now to secure your Strategy Meeting and embark on a fulfilling retirement path!

Retirement Strategy Session

Are you confident about enjoying the lifestyle you desire in retirement?

Maybe you’re doing OK (or even very well), and are looking to maximise your outcomes in retirement or Perhaps you've recently realised that your current financial path isn't on track to meet your desired wealth or needs in retirement. Regardless of your current situation, what truly matters is the action you take today.

We simplify the process of achieving your goals. Instead of complicating matters, we offer clear and practical solutions that yield results. In essence, our approach helps you:

  1. Organize your finances comprehensively

  2. Define your vision of financial success

  3. Set specific goals to realize your vision

  4. Develop intelligent strategies

  5. Take decisive action

  6. Avoid significant mistakes

  7. Adjust your approach as needed to stay on course

In your private session with one of our Senior Advisers, you'll begin the initial phase of our comprehensive process. During this session, you will:

  • Gain clarity on your personal definition of financial success

  • Understand your current financial situation

  • Identify any gaps in your financial trajectory 

  • Understand your "Financial Potential" – the investment assets and income you could accumulate with effective wealth management strategy.

Many clients find that by going through this process, they have a sense of control over their financial future and walk their path with confidence. We'll help you to identify any "gaps" between your current trajectory and your desired destination.

If you have a gap, a WE. Adviser will outline key strategies tailored to bridge this divide and help you realize your full "Financial Potential." Should you choose to proceed, they can also discuss further exploration and implementation of solutions.

Rest assured, this Strategy Meeting is not just another sales pitch. It's an opportunity for you to tap into the wealth of knowledge your WE. Adviser can offer within the time we have. During this session, there won't be any pushy sales tactics promoting specific financial products or investments. Our focus is solely on providing you with the best insights and intelligence to empower your financial journey.

The best part? This invaluable Strategy Meeting comes at no cost to you. While it's limited to 45 minutes, this timeframe is often enough to grasp your situation and share valuable insights that can make a significant difference.

We're committed to making this process seamless for you. Typically, your Strategy Meeting will be scheduled within a week of your inquiry. Initially, we'll connect over the phone, ensuring your convenience and comfort. If you decide to delve deeper after our initial discussion, we're more than happy to arrange face-to-face meetings at your convenience.

Don't miss out on this opportunity to unlock your financial potential. To secure your Retirement Strategy Meeting, give us a call on 1300 459 101 or book directly below. You've made it this far, don't hesitate—many investors delay their financial success by hesitating. Take the first step today and let's embark on this empowering journey together.

There's endless possibilities for a brighter financial future. Contact us today!

What are you waiting for?

If you're looking for great advice and support you've come to the right place! Come and have coffee with us and discuss your options in a relaxed environment. 

Contact us on 1300 459 101 to have find out if we are the right fit for you, or simply book an appointment online now.

Add your details and we'll contact you.

Wealth Effect Group - WE. Better Smarter Together

Melbourne - 2/117 Hyde Street, Seddon VIC 3011 and 580 City Rd South Melbourne, VIC 3205

Gold Coast - Building 1 Suite A1 Level 3, 209 Robina Town Centre Drive, ROBINA, QLD 4226

Phone: 1300 459 101

pre retiree case study Wealth Effect Group.jpg
Case Study - Pre Retirees

Jamie and Marion, a mature couple in their mid-fifties, sought financial guidance as they prepared for their imminent retirement. Their situation was marked by considerable complexity due to the voluntary redundancy packages they had received. They hoped that the payouts and their superannuation would be sufficient to provide a steady income during retirement. Additionally, they needed advice on planning a coastal lifestyle change and making provisions for their adult children to inherit their wealth and assets.

Case Study - Couple late 40's

Cameron and Allie, a couple in their late 40's, seeking to make to most of their retirement, WE. adviser helped them boost their retirement savings, and enjoy an active retirement.

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