Independent Financial Advice
Retirement Planning
Fee-for-service advice in Canberra, Sydney, NSW and Australia wide.
Whether you're approaching retirement or already enjoying it, we align your super, savings, and entitlements into a clear income strategy tailored to your lifestyle. Honest, expert guidance designed to help you make informed decisions with complete peace of mind. Fixed-fee advice for public servants, professionals and business owners in Canberra, Sydney, NSW and Australia wide.
Planning for the years that matter most
What's involved
What retirement planning covers.
Every engagement is scoped and priced before we begin — fixed fees, agreed in writing, with no commissions and no percentage of your assets.
Income you can rely on
A drawdown strategy across super, pensions and investments so you know what you can spend each year — and that it will last.
Timing your finish
Preservation age, transition-to-retirement and the trade-offs of stopping work earlier, modelled in plain numbers.
Age pension & entitlements
Structuring assets and income to work alongside Centrelink entitlements, not against them.
Tax in retirement
Making the most of the tax-free pension environment and franking credits once you stop earning.
Start the conversation
Let's talk about your financial future.
Your first conversation with NUA is complimentary and without obligation. Tell us what you'd like to achieve, ask questions and discover whether we're the right fit for your financial needs.
We reply within one business day to arrange a time that suits you.
A complimentary first conversation — no advice, no obligation, no pitch.
A written, fixed-fee proposal before you commit to anything.
hello@nuaprivatewealth.com.au
0411 842 648
Office 845, Level 8, 121 Marcus Clarke Street, Canberra ACT 2601
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Other ways we can help.
Wealth creates freedom for what's next.