Planning Services

Superannuation Advice

Superannuation is one of the most important tools for building wealth for your retirement, but navigating the rules can be complex. GETPLANNING offers expert superannuation advice to help you maximise your contributions and ensure your super works harder for you.

We will review your existing superannuation, assess your investment strategy, and recommend tailored solutions to optimise your retirement savings. Whether you’re just starting out or nearing retirement, we’re here to help you make the most of your super.

Retirement Planning

Planning for retirement should be about more than just saving money—it’s about creating the lifestyle you want for your future. GETPLANNING offers comprehensive retirement planning advice that ensures you’re on track to achieve your retirement goals.

We’ll work with you to build a strategy that includes income projections, asset allocation, and tax efficiency to ensure a smooth transition into retirement.

Investment Advice

Investing can be overwhelming, but it doesn’t have to be. Our investment advice is designed to simplify the process and help you make informed decisions. Whether you’re interested in shares, managed funds, or other investment options, we’ll guide you through the best options for your goals and risk profile.

At GETPLANNING, we help you build a diversified portfolio that aligns with your financial objectives and personal preferences.

Aged Care Advice

Aged Care Advice helps individuals and families understand the costs, funding options, and financial impacts of moving into aged care. It involves personalised guidance on means-tested fees, Centrelink/DVA entitlements, selling the family home, and structuring assets to make informed, confident decisions about care, lifestyle, and legacy.

Estate Planning

Estate planning is crucial for ensuring that your assets are distributed according to your wishes. We offer guidance on wills, trusts, power of attorney, and other estate planning tools to help you protect your legacy.

GETPLANNING works with trusted legal professionals to provide you with a holistic approach to estate planning, ensuring peace of mind for you and your loved ones.

Ready to get started?

We’re here to walk you through the process, and get you on the path to financial freedom.

Book a Free Initial Consultation