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Retirement Planning Central Coast

Your retirement is easily one of the most important financial events you need to consider. Unfortunately a large number of people often don’t start thinking about retirement until they are about to stop work or have the decision forced on them.

Planning for your retirement is easy to put off or forget about when it seems like its long time away but as each year passes it becomes more and more important to get your planning started.

It’s all about achieving the lifestyle you want

So while most of us have superannuation thanks to the Superannuation Guarantee, it’s important to consider whether this will be enough for you to achieve the lifestyle you want in retirement. It’s important to note that superannuation may not be the only source of income. The age pension and personal investments are other streams of income that might form part of your plan.

With a little planning, you can make a big difference to your retirement outcome. What does your retirement look like? Whether it’s travel, volunteering, more time with the grandkids, writing that book, gardening or a combination of lots of activities we can help you get there.

It’s OK if you’re feeling anxious about it and don’t know where to start. Start by talking to us and we’ll help point you in the right direction. The important bit is to start.

      
   Country Wide Wealth
   71 Google reviews 
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       Posted on Google  
   
   Dennis Crismale 
 
 
 
 Trustindex verifies that the original source of the review is Google. The staff are always helpful and prompt in assisting you with your questions and concerns.
  
 
      Posted on Google  
   
   Virginia Dale 
 
 
 
 Trustindex verifies that the original source of the review is Google. Five stars for such a honest and supportive company. As a single woman I was totally lost with what to do venturing into retirement and I felt like I was in a void too scared to make such a huge vital decision. Thankfully a friend mentioned Country Wide Wealth helped them make a decision she was thrilled with. So I bit the bullet and made an appointment and I am forever grateful.
I was terrified before the first meeting thinking have I got enough information, are they going to take my money, am I going to lose everything, am I being naive.
Honestly I couldn't have felt better after I walked out of there no pressure just pure advice made in simple layman's terms I had to make no decisions on the spot I didn't feel pressured at all it was pure advice that I felt within my soul was good guidance.
I have been with them for nearly 2 years now my life has become so much less stressed and I feel secure I'm heading in the right direction.
I could not recommend them more highly.
Thank you Troy and your extremely competent crew.
  
 
      Posted on Google  
   
   Graham 
 
 
 
 Trustindex verifies that the original source of the review is Google. We are very happy with the financial advice Troy and the team have given us. Following their recommendations has already had a positive impact on our retirement and lifestyle. Our only regret - we should have spoken to them sooner.  Thank you so much!
  
 
      Posted on Google  
   
   Maljy 
 
 
 
 Trustindex verifies that the original source of the review is Google. Mark & Jaye-Marie were absolutely excellent! As first-home buyers, we had so many questions, and they guided us through every step with patience and clarity. They took the time to explain everything, from loan options to how offset and redraw accounts work both online and in person at their branch. Thanks to their support, we were able to secure our home loan and buy our first house with confidence. We couldn’t recommend them more highly!
  
 
      Posted on Google  
   
   Lucy Wenzke 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have been very happy with the service provided by Troy at Country Wide Wealth. Being a small firm, they provide personalised service that is sensible, realistic and explained in an easy-to-understand way. They charge a fixed fee depending on the services provided, rather than a percentage of what you have invested and there is no pressure to remain as ongoing, paid clients. I would definitely recommend them.
  
 
      Posted on Google  
   
   Kramer 
 
 
 
 Trustindex verifies that the original source of the review is Google. My wife and I met with Troy as we had come across a small windfall and were looking for advise to use these funds in the most tax effective way. Troy was very diligent and explained different options in lay man’s terms and with some great graphs it was easy to understand what he was saying without having an economic degree. We will definitely be using Country Wide Wealth again and would strongly recommend them to anyone looking for financial advice
  
 
      Posted on Google  
   
   Lauren McGlynn 
 
 
 
 Trustindex verifies that the original source of the review is Google. We had an awesome experience with Mark and the team.
Mark helped us navigate the best options when re-financing alongside a growing family. Very knowledgeable, experienced but mostly easy to chat with and super supportive. Thanks guys!
  
 
      Posted on Google  
   
   Steve Cameron 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent communication throughout the process and organised the new mortgage effortlessly from our point of view. Thank you Jaye-Marie and Mark.
  
 
      Posted on Google  
   
   Tricia Gassman 
 
 
 
 Trustindex verifies that the original source of the review is Google. Troy and his team have been so helpful, friendly and professional.
They made sure I understood all of my options every step of the way. I feel that my financial future is in very capable hands.
  
 
      Posted on Google  
   
   Nathan Butler 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a great phone consultation with Country Wide Wealth. They were clear, knowledgeable, and really took the time to understand my goals. I left the call feeling much more confident about my financial direction. Highly recommend!
  
 
  
  
 
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Retirement Advice Central Coast

Country Wide Wealth’s financial advisers offer practical advice to help Central Coast families improve their financial position and plan for the future.

Our financial planning team is based in Ettalong Beach and The Entrance. You can easily book an appointment to discuss your financial needs.

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