RETIREMENT PLANNING FOR A FULFILLING TOMORROW

welcome, retirees and soon-to-be retirees!

At Fairway Financial, we're passionate about turning your retirement dreams into reality

Whether you're already enjoying retirement or are preparing for it, our tailored financial strategies are designed to ensure a comfortable and secure future.

Are you someone who:

  • Envisions a retirement replete with comfort, travel, or hobbies

  • Wants to maximise superannuation for lasting financial independence

  • Looks to establish a lasting estate and legacy for loved ones

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Happy mature couple laughing together, reflecting the joy of life post professional financial planning for pre-retirees in Brisbane.

retirement should be a time of joy and fulfillment

We’re here to ensure your financial affairs are in perfect alignment with your retirement lifestyle goals

home

ESTATE PLANNING

Ensuring your legacy and estate are managed according to your wishes.

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RETIREMENT INCOME STRATEGIES

Designing sustainable income plans for your retirement years.

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SUPERANNUATION ADVICE

Optimising your superannuation for maximum benefit.

Ready to secure a retirement filled
with peace & prosperity?

Let's talk and tailor a retirement plan that's as unique as your life story.

case study

John and Mary's Comprehensive Retirement Journey

Embracing the Golden Years

John and Mary, a couple in their early 60s, recently embraced retirement. Having been part of the baby boomer generation, they embodied a strong work ethic, which led them to successfully accumulate substantial assets.

Strategic Financial Guidance

John had carried the load of responsibility for their money decisions to date, but with an awareness of the intricacies of managing finances in retirement, and the time involved, they turned to us for guidance and support. Our team at Fairway crafted a detailed strategy, focusing on generating sustainable income while preserving their wealth.

Tailored Investment Strategy

We saw a way to reduce their investment ‘risk’ and be more aligned with their risk tolerance and retirement goals. This approach provided John and Mary with a clear roadmap, ensuring their finances were resilient against market fluctuations, and importantly, helps them pass the ‘sleep-test’.

Sustaining a Comfortable Lifestyle

Their comprehensive retirement plan not only met their immediate needs but also safeguarded their lifestyle for the years to come, allowing them to enjoy a stress-free retirement. John still likes to be across ‘the numbers’ but is happier to question the decisions, not make them now.