Retirement Planning

How do you feel when you think about retirement? Apprehensive, wary, worried, sad, happy, concerned? Whatever your feelings are, you can be sure you’re not the only one feeling that way, and your emotions are very justified.

Retirement doesn’t just mean no work. For most people, it also means less money. But you don’t have to be one of these people. You can have a great retirement where all your desires become easily achievable. And this is where we come in.

At Bearded Dragon Finance, we ensure you can retire and continue to receive regular substantial paychecks without doing anything. We provide a team of experts that creates a comprehensive retirement plan for you.

We recognise that planning is best when made far ahead of time. Therefore, we do not wait until when retirement comes knocking before making decisions. Instead, we plan ahead of your retirement age and set financial goals which will put you in the best position when the time comes to retire.

Given the very personal nature of this task, we first seek to understand your retirement needs and determine how your current financial obligations such as taxes, expenses, debts, etc. affect the overall picture. We also collect information relating to your retirement age, employment benefits, and existing savings to have a complete picture of what your finances look like.

Using this, we can then project your retirement income and use it to shape your financial future. Our team offers comprehensive service in the following areas:

Recommending Suitable Strategies for Your Superannuation and Investments

When it comes to retirement planning, there is an emphasis on being proactive. The earlier you start planning, the easier it is to achieve your goals and still sustain your present desires. In this case, you have more opportunities available.

With our advice, we help you explore various investment options and structure your assets most favourably while adopting the appropriate strategies for your circumstances.

Providing Consultancy and Management Services For SMSF

If you already have an SMSF or wish to create one, we have got you covered. We help our clients with the tricky processes necessary to create these funds and also administer the funds on their behalf. At Bearded Dragon Finance, we provide technical and independent services such as auditing, preparing accounts, calculating tax returns, etc. through our licensed professionals.

The Transition from Work to Retirement

A core part of our services is helping you with transitioning from work to retirement. This entails developing a strategic roadmap that will guide you from work to retirement and enable you to make informed choices at each point of your career.

We understand how crucial career choices could be to retirement plans. As such, we ensure you make every choice based on confidence acquired through access to relevant information. Ignorance might be in bliss in some places, but when it comes to this situation, decision-making based on knowledge is the ultimate bliss. And we provide it to you conveniently and timeously.


There are constant changes in variables such as your income, financial position, career, rules and regulations, personal health, market conditions, and the overall economy. As such, we stay abreast of relevant information and review strategies and investments with time. This way, the policy and plans are always suitable for you and in line with global best practices.

Retirement Management

You may think retirement planning ends with actual retirement, but there is more to it. After leading you to the glorious destination of departure, we help you to enjoy this stage of your life as well.

We provide advice on issues such as where to invest, how to use a retirement savings account, and preparing for residential care, among others. We also help you to minimise post-retirement tax impacts.

Then, we keep you posted on rules guiding withdrawal from your super. Thus, we ensure that you live the rest of your days financially secure and enjoying relative peace of mind.

What You Need to Know

Retirement planning requires more than mere financial awareness. It’s a specialised field with its experts who are in the best position to give advice and offer consultant services on issues relating to retirement. As such, you would be making a grave mistake getting to it on your own.

Luckily for you, at Bearded Dragon Finance, we have experts available and ready to help you in your seamless transition from an employee to a retiree. Even more, you don’t need to worry about any fundamental changes in your lifestyle and financial decisions.

So, if you need to plan your retirement, at Bearded Dragon Finance, we offer top-notch and useful solutions to every of your need.

In case you require more information on our retirement planning services, you can contact us through any of the means below.

We’ll be waiting for you.