A clear, personalised retirement plan tailored to the lifestyle you want — whether you're retiring in Australia or planning your return from overseas.
Retirement is one of the biggest financial transitions you'll go through, and getting the timing, structure and income strategy right makes a real difference to your quality of life. As a Sydney financial advisory clients have trusted for over 30 years, Unicorp Partners helps you plan retirement with confidence — not guesswork.
Our retirement planning advice covers everything from “can I afford to retire?” modelling, to structuring your superannuation and investments for a tax-effective income stream, to coordinating your plan with Age Pension entitlements.
If you're an Australian expat planning to retire onshore or offshore, retirement planning gets more complex — tax residency, currency exposure and access to superannuation all need to be considered together. We work with many clients based overseas via Zoom and WhatsApp, and coordinate closely with our Expat & Repatriation service for clients planning to retire back in Australia.
The earlier the better — small adjustments made 10-15 years out compound significantly. That said, it's never too late to get a clearer plan in place, even if retirement is only a year or two away.
Yes — this is one of the most common questions we help clients answer. We build a personalised projection based on your super, investments, expected expenses and any Age Pension entitlements.
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