Teacher Retirement Planning Sunshine Coast


We did not set out to be specialists for retiring teachers. Twenty years ago we received referrals from teachers in the Wide Bay region and we have continued to receive referrals from satisfied clients, both on the Sunshine Coast and in Wide Bay. So much so that around one third of our current client base are retired teachers.

We understand the unique circumstances of teachers and their community having been involved in many discussions at our teacher forums. We provide Teacher Retirement Question and Answer Forums on the Sunshine Coast and in the Wide Bay region, and have done so since 2003. These provide teachers an opportunity to discuss teacher retirement planning options and ask questions in regard to their finances, superannuation and retirement planning. This can be helpful in the pre-retirement phase no matter where you are along the retirement time-line.  

We find teachers appreciate having a Financial Advisor who knows them personally, their history, their family and their needs, and who takes an active role in their retirement planning.  A financial planning adviser who is readily available and will design a financial plan for their specific needs and circumstances including throughout their retirement period. Teachers have also appreciated having more choice with regard to their Estate Planning.  

Apart from overseeing the ongoing management of your investment portfolio within market fluctuations, there are many things that may need to be managed throughout your retirement phase. As retirement evolves there can be such things as downsizing properties, receiving an inheritance, Age Pension entitlement changes, or the need for Aged Care for a partner. Our services include assisting you with financial advice regarding these kind of circumstances.

You may like to read what retired teachers have to say about our services.

You can also read further about our Retirement Planning strategies.


To get in touch with us to discuss retirement options for teachers, please send your question via the form to the right here, or phone us directly. Please ask about our complimentary initial consultation.