Enquire today to secure your future

Retire by Design logo for website

Plan well, Retire well

Let us help manage, grow and protect your money

Planning for your retirement starts the day you first commence working. Putting a little bit of money away helps fund your lifestyle for a time when you cease working.

You can choose to take an active or reactive part in your retirement planning.

At Retire by Design, we believe in the value of setting goals in order to make them happen. We are committed to partnering with you and taking an active approach to achieving the retirement lifestyle you desire. This starts with:

  • Helping you to clearly identify your retirement goals
  • Recommending strategies to ensure you maximise opportunities and incentives to reach your goals
  • Being with you throughout the journey to ensure you stay on track and navigate the obstacles along the way.
Retire by Design testimonial Jenny C
Retire by Design testimonial John and Ann H

Let us help you achieve your financial goals

Everyone has financial goals and aspirations. But many either hope that in time they will eventually materialise or, procrastinate about which is the best way to go about achieving their goals and never take action.

At Retire by Design, we believe in helping you start your journey by:

  • Working with you to clearly identify your financial goals
  • Helping you define what is achievable and setting realistic time frames
  • Modelling and developing the most appropriate strategies to achieve your goals
  • Providing ongoing service to ensure you stay on track and review your strategy as circumstances change.

Let us help manage, grow and protect your money

Planning for your retirement starts the day you first commence working. Putting a little bit of money away helps fund your lifestyle for a time when you cease working.

You can choose to take an active or reactive part in your retirement planning.

At Retire by Design, we believe in the value of setting goals in order to make them happen. We are committed to partnering with you and taking an active approach to achieving the retirement lifestyle you desire. This starts with:

  • Helping you to clearly identify your retirement goals
  • Recommending strategies to ensure you maximise opportunities and incentives to reach your goals
  • Being with you throughout the journey to ensure you stay on track and navigate the obstacles along the way.
Retire by Design testimonial Jenny C
Retire by Design testimonial John and Ann H

Let us help you achieve your financial goals

Everyone has financial goals and aspirations. But many either hope that in time they will eventually materialise or, procrastinate about which is the best way to go about achieving their goals and never take action.

At Retire by Design, we believe in helping you start your journey by:

  • Working with you to clearly identify your financial goals
  • Helping you define what is achievable and setting realistic time frames
  • Modelling and developing the most appropriate strategies to achieve your goals
  • Providing ongoing service to ensure you stay on track and review your strategy as circumstances change.

Let us help you achieve your financial goals

Everyone has financial goals and aspirations. But many either hope that in time they will eventually materialise or, procrastinate about which is the best way to go about achieving their goals and never take action.

At Retire by Design, we believe in helping you start your journey by:

  • Working with you to clearly identify your financial goals
  • Helping you define what is achievable and setting realistic time frames
  • Modelling and developing the most appropriate strategies to achieve your goals
  • Providing ongoing service to ensure you stay on track and review your strategy as circumstances change.
Retire by Design testimonial John and Ann H

Our services are designed to help you with

Retirement Planning

How you manage your super can mean the difference between a limited lifestyle and a comfortable retirement.

Wealth creation

Establishing the appropriate tax structures and investment strategies will help achieve your wealth creation goals.

Strategic advice

Strategic advice tailored to your circumstances will deliver a comprehensive plan for achieving your financial goals.

Ongoing Partnership

Monitoring your finances and adjusting for change will ensure you’re on track to achieving your goals.

Specialist areas

Specialising in all aspects of retirement planning, including Centrelink, aged care, downsizing and estate planning.

ASK US FOR HELP

What our clients are saying

We have been fortunate to have our financial adviser Martin look after our superannuation and retirement pension for a number of years. Having him provide sound advice on investments while carefully considering our limited exposure to risk has fulfilled our expectations.
Tony and Vicky H
The advice provided by Retire by Design has been given in a confident and professional manner noting trends in the market and where we should be heading in the future. Our financial adviser Jenny discusses our future needs and spending with sage advice. We feel very comfortable that Jenny is treating our money with respect. We would have no problem recommending Retire by Design to anyone who asked as we feel our needs in retirement are being well met.
John and Ann H
John and Ann H
I have no hesitation in recommending Jenny as a financial adviser to friends and family; which I have done over the years. Her advice is fine-tuned to each person's needs and circumstances. Retire by Design is readily available on the telephone and in person. I am now in a comfortable financial position, all thanks to Jenny's guidance and support.
Jenny C
Jenny C
I am only too happy to recommend Retire by Design and those who we have recommended are happy with the results and the very personable service. You can't help but like our financial adviser, Martin and combined with his ability is a winning combination towards a secure financial future.
David B
The advice provided by Retire by Design has been given in a confident and professional manner noting trends in the market and where we should be heading in the future. We feel very comfortable that Jenny, our financial adviser, is treating our money with respect. We would have no problem recommending Retire by Design as we feel our needs in retirement are being well met.
John and Ann H
Having Martin at our side has helped us greatly. Not only does he provide high quality financial advice for our situation, he also assists in our dealings with government departments. This has given us at peace of mind knowing we are receiving full entitlements along with our investments which is a major factor in retirement. In the future we would be only too happy to refer them to Retire by Design, simply on the basis of the great service and support.
Ian and Margaret H
Retire by Design does the research and provides quality, impartial advice that is tailored to our family's needs whilst also planning for the longer term to meet our financial goals. We would definitely recommend their services to our family and friends. Our financial adviser, Martin keeps us well informed and we feel very comfortable with him managing our financial future.
Caroline and Keith C
Over the years, our financial adviser Jenny Simmonds has proven to be the best choice I made to take care of my retirement needs. She has been taking care of my account for 10 years and I am very satisfied with the funds performance. The financial plan Jenny has put in place for my needs has given me peace of mind for my future. I should be very happy to recommend Retire By Design to anyone needing a guiding hand with the planning of their retirement.
Jan M
We are happy to recommend Retire by Design to anyone concerned about their retirement years and in fact we mention our financial adviser Jenny all the time - she has been amazing for us. Now retired, Chez and I have fabulous holidays are very relaxed about where we are financially. We definitely couldn't have achieved our situation without Retire by Design.
Chris and Chez H

Our associations and advice partnerships

Certified Financial Planner mark - Terms and Conditions and Privacy Policy

The Financial Planning Association

The Financial Planning Association (FPA) is Australia’s leading professional association for financial planners.

All advisers are Certified Financial Planners who follow the FPA professional framework and Code of Practice.

Aged Care Steps Accreditation logo

Aged Care Steps

Aged Care Steps is a leader in the provision of aged care support to advice professionals.

Aged Care Steps help us build effective advice solutions so our clients can make fully informed choices about options and funding mechanisms.

Mona Vale, Sydney Northern Beaches

Services

budget calculator

Work out where your money is going with MoneySmart’s budget planner found here>>>

Contact us

Located in the Northern Beaches of Sydney
Suite 16, Level 3
The Gateway Building
1 Mona Vale Road
Mona Vale NSW 2103

Email us
Retire by Design Pty Ltd is a Corporate Authorised Representative of Matrix Planning Solutions Limited. Their Corporate Authorised Representative number is 000462692 and their Australian Business Number is 22 169 881 645. Matrix Planning Solutions Limited (ABN 45 087 470 200) is the holder of Australian Financial Services Licence (AFSL) number 238256.

Website designed by White Bear Creative