Case Study

Creating Flexibility Without Compromising Retirement

Julie (60) transitioned into consulting with a structured plan that balanced reduced income, super contributions and long-term retirement confidence.

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The Situation

Julie (60) was ready to step back from full-time executive work and transition into consulting, but wanted clarity before reducing her income.

The Process

Strategic focus

– Phased income and contribution planning
– Super optimisation and catch-up strategies
– Tax-efficient salary sacrifice structuring
– Sustainable short-term income support
– Retirement income and longevity modelling
Applied strategy

We structured a transition plan that balanced consulting income with targeted super contributions, including catch-up strategies to strengthen her retirement position.

Short-term income needs were supported through a carefully designed investment drawdown approach, ensuring flexibility today without undermining long-term capital sustainability.
Enduring impact

Julie now enjoys greater professional flexibility with confidence that her retirement timeline, income security and long-term independence remain firmly on track.

*Names have been changed to protect clients’ privacy.

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