Case Study

Supporting Family Today, Securing Retirement Tomorrow

Balancing retirement readiness with family support, Steve (59) and Laura (57) structured their wealth to protect long-term income while helping their children confidently step forward.

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The Situation

Steve (59) and Laura (57) were approaching retirement with clarity about what mattered most: enjoying the next chapter of their lives while continuing to support their two adult children.

The Process

Strategic focus

– Phased retirement income modelling
– Optimised super contribution strategy
– Dedicated capital for family support
– Super consolidation and platform alignment
– Sustainable retirement income projection
Applied strategy

We implemented a structured five-year transition plan, increasing super contributions in the lead-up to retirement while separating capital intended for their children from their long-term retirement pool.

Through consolidation and refined investment positioning, we projected a sustainable retirement income of $80,000 per annum.
Enduring impact

Steve and Laura can now move toward retirement knowing their children are supported and their own lifestyle remains protected, with clarity, balance and long-term confidence.

*Names have been changed to protect clients’ privacy.

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