Enjoy the life you’ve worked hard to create with effective retirement planning.
- Honest & Unbiased Advice
- Easy To Understand Language
- Simple & Transparent Fees
Transition into retirement without having to worry about running out of money.
Retirement can seem daunting. Will I have enough? What if I outlive my savings? Can I maintain my lifestyle? What if something happens?
Instead of feeing anxious, imagine retiring with complete confidence, knowing everything was taken care off and you could live stress-free.
With a retirement plan from Verdant Wealth you can have the freedom to enjoy your life, without worrying about your money running out.
With years of experience and a proven track record of success, you can feel at ease knowing you’re in capable hands.
If you’re ready to secure your future, contact our expert team today.
Why Work With Verdant Wealth?
- Ensure your savings last through retirement.
- Sleep well knowing your finances are secure.
- Receive a tailored plan for your unique situation.
- Easily understand and implement the plan.
- Have all the admin and heavy lifting done for you.
- Start implementing a plan quickly.
4 Simple Steps To A Stress-Free Retirement
Discuss Goals
Start your journey by discussing your retirement goals and concerns, allowing us to craft a path that's uniquely yours.
Create A Plan
We create a comprehensive plan that covers your financial needs and dreams, ensuring every aspect of your future is covered.
Implement Plan
We guide you through the implementation process, making financial decisions feel simple and stress-free.
Refine & Adjust
As life evolves, so does your plan. We adjust your strategy as needed to ensure your retirement remains on track.
“They go above and beyond”
I am so impressed with the care Leif has for his clients. He wants to do the absolute best for them and goes above and beyond to help. I can say without a doubt, if you are looking for someone to help you with your financial planning look no further.
“Highly Recommended”
Fantastic financial adviser! Leif was incredibly helpful but most importantly I believe we finally found an adviser who has our best interests at heart. Highly recommended.
“Couldn't be happier”
I had an amazing experience from start to finish. Highly knowledgeable and supportive. Couldn’t be happier with the service.
Retirement Success Stories
James
We helped James, a 67-year-old carpenter to create a guaranteed retirement income with low-risk investments, optimised Super and a contribution strategy.
Brenda & Karl
We helped this couple who sold their small business to kick back and relax. We saved thousands in tax, increased their net worth and helped them retire stress-free.
Michael & Sarah
A dynamic couple in their 40’s, we helped them create a plan that saved a huge amount of tax, gave them financial clarity and will allow them to retire early.
Life's too short to worry about money. With the right financial plan you can enjoy your golden years with peace of mind.
Why choose us for retirement planning?
Unbiased Advice
We focus on advice, not sales. Whilst other companies sell products that give them a kick back, we offer unbiased recommendations that will get you the best possible outcome.
Only Pay For What You Use
Unlike many financial planners that charge a percentage of your net worth, we charge a flat fee per service. This means you only pay for what you use and the value you receive.
Keep It Simple
Too many advisers provide unnecessarily complex advice. We cut through the jargon so you can easily understand exactly what you have and where you’re going.
Ready to create a clear path to your future?
Retirement Planning FAQ
The absolute best time to start a retirement plan is as soon as you can. Even if you can only contribute a small amount early on, it will snowball over time thanks to compounding.
You don’t need a lot of money to get started. Every situation is unique, and even small investments can make a significant difference over time. We can help you determine a realistic starting point based on your goals and income.
The cost depends on your chosen approach. We offer various services, from one-time consultations to ongoing retirement plan management. We’ll discuss fees upfront during your consultation.
We can help! We’ll analyze your current savings, income, and projected expenses to assess your progress and adjust your plan as needed to ensure you reach your desired retirement lifestyle.
We understand life can be unpredictable. We’ll design a flexible plan with built-in strategies to address potential challenges. Our ongoing service includes regular reviews to assess your situation and adapt your plan as needed, ensuring you stay on track for your retirement goals
