01 · Your life
Clarify your priorities after work
Start with your retirement timing and the choices you want your finances to support.
For high-income earners approaching retirement
Build a retirement plan around the life you want.
Connect your super, investments, tax, estate planning and future income in one personalised plan, so the decisions around life after work are easier to see.
Start a conversationThe first contact covers your priorities, current position and whether advice is suitable.
Start with the life you want your money to support.
A retirement plan can bring the financial parts together before you make decisions about work, income or the years ahead.
02 · Your money
Connect the moving parts
Consider super, investments, tax, estate planning and future income as parts of the same plan.
03 · Your decisions
See the next step clearly
Use a personalised strategy to understand what needs attention now and what can wait.
See how the planning conversation begins.
Evalesco's published process starts with your priorities, current position and the areas where you may need advice.
Example video explainer
A six-step path from questions to action.
Scope and recommendations depend on your circumstances, while the process gives each decision a place.
01Discovery
02Goals planning
03Analysis
04Strategy
05Implementation
06Ongoing advice
Retirement planning is wider than a super balance.
The advice areas below are published by Evalesco and can be considered together when relevant.
Future income and investments
Consider how superannuation, investments and retirement income can work together.
Tax and estate planning
Bring tax advice, estate planning and family-wealth questions into the wider strategy.
Protection and lending
Account for wealth protection, finance and lending where they affect the plan.
Changing family needs
Make room for aged-care and intergenerational decisions when they become relevant.
Make the first retirement decision a conversation.
Contact Evalesco to discuss your priorities, current position and the areas where advice may help.
Start a conversation