Retirement Planning

Retirement planning is a key aspect of asset protection and it's never too soon to start.

Our team of financial advisors can help you understand how much money you need to have a comfortable retirement and develop a plan to get there. We can also advise on investment strategies and retirement income options to help you make the most of your savings.

Take a Proactive Approach

At PPT we believe in taking a proactive approach to asset protection and retirement planning. Don’t wait until it’s too late to start planning – contact us today to start building a secure financial future.

Important Documents

  Financial Services Guide
  Complaints Handling Policy
  Continuing Professional Development Policy

Our Financial Planning team can:

  • Assess your current super and asset position
  • Recommend potential salary sacrificing opportunities
  • Assist with investment portfolio selection
  • Identify a suitable retirement age based on your financial situation

We can also assist you with planning your estate, helping you to maximise and preserve value through the establishment of appropriate and effective administrative structures.

Get the Right Advice

Discuss your retirement plans with our expert team. Call (03) 5331 3711 or submit an online enquiry today.

PPT Financial Pty Ltd ABN 64 050 243 073
Australian Financial Services Licence No 252992
Director Representatives: Cameron R Moore, Peter J O’Connell, Tim R Hovey, Brent P Olszewski.

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