Financial planning for freedom in your retirement
Retirement should feel like freedom, not a question mark. We’ll help you make the most of what you’ve built, structuring your income, super and investments so you can move forward with clarity, confidence and the lifestyle you deserve.
We help people step into retirement feeling prepared
Retirement isn’t the end of the journey, it’s the start of a new chapter. We provide tailored strategies to manage superannuation, access pensions, optimise investments and safeguard your future, giving you peace of mind and freedom to live life on your terms.
I want to increase retirement income
We’ll help you find smart ways to boost your income in retirement, so you can enjoy more freedom without eating into your future security.
I need to manage my super
We’ll review your super and help you make the most of it so it keeps working for you, even after your regular contributions taper off.
I want to explore pension benefits
Unsure what you’re eligible for? We’ll help you navigate Centrelink rules and entitlements so you don’t miss out on support.
I want to reduce tax
Retirement doesn’t mean the tax man disappears. We’ll help structure your finances in a way that keeps more in your pocket, year after year.
I need to plan for care
Whether it’s home care or aged care, we’ll help you plan ahead so you’re emotionally and financially prepared for whatever life brings.
I want to get my estate in order
It’s not just about documents. We’ll help you think through how to protect your assets and pass them on with clarity, confidence and care.
Meet Kurt Ford, advisor for Retirement Planning
Retirement is a major shift in your finances, it’s important to have a plan that works for you. A lot of people fail because they don’t have solid foundations set up first.
Kurt’s is here to make life’s big decisions feel a little more manageable. He works with retirees and those supporting ageing parents to lay strong financial foundations, so they can move forward with clarity, confidence and less stress.
Meet Kurt Ford
Recent insights and resources for retirement planning
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Your journey with us
We have designed our client journey to give you clarity, confidence and control over your financial future. From booking your free review to implementing your personalised strategies, we're here to guide and support you every step of the way.
Book review
Lock in your first meeting and share some details so we can prepare and make your experience smooth and valuable.
Discovery meeting
An obligation free video call where we get to know you, understand your goals and see if we’re the right fit.
Personalised report
We research your situation and present clear options, showing how we can help you move forward with confidence.
Advice meeting
We deliver tailored advice, designed around your life, goals, and financial future—so you know exactly what to do next.
Implementation process
We handle the setup and paperwork, making sure your personalised plan is put into action efficiently and stress-free
Ongoing collaboration
Life changes, so we stay connected, reviewing and refining your plan to keep you on track year after year.
Start Your journey
Spend an hour with a specialist adviser for Young Professionals, completely obligation free. In this call we will explore your unique world and goals for the future.
Free Review Meeting
Kurt Ford
Video call online via Zoom
60 minutes