Financial Planning for retireesA tailored plan for a better future
Protect and preserve your wealth
Secure steady income for retirement
Know how long your money will last
Be confident with your financial future
Stepping into retirement brings big questions about money, lifestyle and how to make sure what you’ve built is secure.
It’s not about chasing returns anymore. It’s about clarity, confidence, and peace of mind that your wealth will support you for the years ahead.
Confidence in retirement
You want certainty that your money will last and continue to support the lifestyle you’ve worked hard for.
Protect what you’ve built
Decades of effort went into creating your wealth. Now it’s about preserving it while still letting it grow sensibly.
Clarity for your family
You want your wishes carried out smoothly, ensuring your family is cared for without stress or confusion.
Enjoy life now!
This is your time! You want freedom to enjoy retirement knowing your finances are structured and secure.
Your peace of mind starts here
Enjoying and protecting your wealth
Tailored advice that keeps your retirement comfortable, your wealth preserved and your future secure.
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We assess your superannuation and overall wealth to show if you’re on track to meet your retirement goals. Together, we determine the income you’ll need and the lump sum required and set out a clear strategy to achieve it.
Our advice covers contributions, investments and tax-effective approaches, all modelled into your plan so you can see the impact of every decision and stay on track with confidence.
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We review your estate arrangements to ensure your wealth is transferred smoothly and according to your wishes.
Where gaps exist, we highlight them clearly and connect you with trusted specialists. This gives you confidence that your assets are protected and your family’s future is secure.
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We structure your investments to balance security with steady growth.
Our goal is to preserve capital while generating reliable income to support your lifestyle. Every recommendation is aligned to your risk profile and modelled into your plan so you can see how it supports your retirement.
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Mapping out your income and expenses to give you a clear picture of how your money supports your retirement.
By modelling different scenarios, we show you the short and long-term impact of your choices to help you make confident financial decisions for your future.
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We analyse your current protections to ensure they match your needs at this stage of life. The focus is on peace of mind with cover that safeguards your lifestyle and obligations without adding in unnecessary costs.
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Advice built on experience and trust
Our approach gives you the confidence to enjoy retirement without financial stress.
After decades of building wealth, you deserve clarity and peace of mind. With over 20 years’ experience, Fiona has helped clients secure steady retirement income, protect their assets, and create meaningful legacies.
As a boutique firm, we keep our relationships personal so you are never one of many. We are your partner through retirement, guiding decisions and adapting your plan as life evolves.
What it’s like to work with Vida Wealth?
Your experienceA partner for life
Your needs and wants can change in retirement. So do our strategies. We adapt with you to keep your wealth on track whenever you feel you may need to pivot.
Creating your legacy
We help you define what matters most to you and shape a clear plan that preserves wealth and supports your family into the future.
Clarity and confidence
We keep advice simple and practical, so you always understand where you stand and what your options are.
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Transition to Financial Freedom
Create a legacy with lasting Impact