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Retire comfortably -
and confidently.
Get a retirement strategy tailored to your goals and designed to help your money last as long as you do.
Whether you're ready to stop working now or just starting to plan ahead, we'll help ensure you can retire comfortably - and confidently.
Reduce Tax
We’ll help you structure your retirement income and assets to reduce tax - so more of your money stays with you.
Secure Wealth
Get expert advice on how to grow and protect your retirement savings and investments, tailored to your goals and comfort level.
Legacy Planning
Plan ahead so you can support your loved ones, contribute to causes you care about, and leave a lasting impact.
Will I have enough to last as long as I do?
After decades of earning, it’s normal to worry about whether you’ll have enough in retirement, or what you might have to give up. We’re here to give you clarity and confidence, so you can look forward to the future without second-guessing your plans.
You’ll be guided by financial advisers who help Australians retire well
Christine Atencia
Partner, Financial Services
Sydney, NSW
Certified Financial Planner®
Craig Willford
Partner, Financial Services
Sydney, NSW
Certified Financial Planner®
Sylvia Liang
Partner, Financial Services
Sydney, NSW
Certified Financial Planner®
Chartered Accountant
Certified Practicing Accountant
CA SMSF Specialist Adviser™
FAAA Aged Care Specialist
Daniel White
Financial Adviser, Financial Services
Sydney, NSW
1. Schedule complimentary appointment
Begin with a confidential, no-obligation appointment. We’ll discuss your current position and outline how we can assist.
Get a personalised retirement plan in three easy steps
2. Dedicated discovery meeting
We will take the time to understand your goals, retirement timeline, and financial priorities. This ensures your strategy is built around your best retirement life.
3. Receive your personal financial strategy
We will provide a clear, personalised plan that addresses the key areas - including cash flow, super, investments, and tax - and help you implement it, step-by-step.
The right retirement plan is the one that’s made for you
At Nexia, we help people to retire comfortably, and we know that retirement looks different for everyone.That’s why we always take the time to deeply understand your goals, personal circumstance, and priorities, to craft a personalised financial strategy aligned with what matters most to you.
Frequently Asked Questions
I’m not retiring yet, is it too early to start planning?
Not at all. In fact, the earlier you start, the more options you may have. Early planning helps ensure you’re well positioned to make informed decisions and adapt your strategy as your life and priorities evolve.
What do I need to bring to my complimentary session?
Very little! We’ll lead the conversation and make it easy for you. If you have any information about your financial goals or details like assets, superannuation, or investments, feel free to bring them along. This helps us tailor the discussion to your current situation and show how we can support you based on your personal circumstances. If you don’t have everything on hand, that’s perfectly fine — we’ll help you identify what’s needed.
Can Nexia help with estate and legacy planning?
Yes. Estate and legacy planning are an important part of your future planning. We work with you to safeguard your wealth, protect your loved ones and ensure your legacy is passed on in a tax-effective and considered way. As part of this process, we liaise with trusted external specialists, such as estate planning solicitors, to ensure all legal and structural elements are properly addressed.
Will my super and investments be reviewed as part of the plan?
Yes. Your super and investments form a key part of your overall financial position. We review them in the context of your goals to ensure they’re structured appropriately and aligned with your long-term strategy.
Retire with peace of mind
To successfully plan your retirement, you need to maximise your position across all of the most important financial impact areas. We’ll show you exactly how to do that.
Cash flow planning
Gain clarity and confidence by understanding how much you’ll need - and how much you can afford to spend - throughout retirement. We help you map your income, expenses, and drawdowns so your money works in step with your lifestyle goals.
Tax and entity structuring
Structure your assets and income in a tax-efficient way to make the most of every dollar. From personal investments to family trusts and entities, we help minimise tax and ensure everything is set up correctly.
Superannuation
Super is often your most powerful retirement asset. We help you maximise its potential — from contribution strategies to pensions and withdrawals — while keeping on top of legislative changes.
Investments and portfolio construction
Your investment strategy should reflect your goals, risk tolerance, and time horizon. We help build and manage a diversified portfolio that supports your retirement needs, now and into the future.
Protecting your assets from risk
Retirement is about both growth and protection. We help you safeguard what you’ve built with strategies to manage risks like market volatility, illness, and unexpected expenses.
Debt and leverage
If you’re carrying debt into retirement — or considering using leverage as part of your strategy — we’ll guide you through the risks and opportunities so you can make confident, informed decisions.
Legacy and estate planning
Ensure your wishes are carried out and your legacy lives on. We help you put the right structures in place so your wealth is passed on in line with your values, with clarity and minimal complication.
Capital sustainability
Will your capital last? We stress-test your plan using real-world scenarios to give you peace of mind that your money will support you throughout retirement.
Keeping you on track as life changes
Life changes - and so should your retirement plan. Through regular reviews, we help you stay on course, adapt to new circumstances, and keep everything aligned with your goals.
A Retirement Plan You Can Have Confidence In
A comfortable retirement should be something you look forward to, not something you worry about.
Financial service license details
Financial Services are provided by individual associated entities of separate independent Chartered Accounting firms part of the Nexia Australia Pty Ltd umbrella group. For more details, see our legal page here.
Some entities are individually licensed and others are corporate authorised representatives.
Nexia Sydney Financial Solutions Pty Ltd (ABN 88 077 764 222) have their own Australian Financial Services Licence (No. 247300). See here for details.
Disclaimer: The material contained on this website is for general information purposes only and does not constitute professional advice or recommendation from Nexia Australia. Professional advice should be obtained on your specific situation or circumstances by contacting your Nexia Advisor.
Nexia Australia refers to the Nexia Australia Pty Ltd Umbrella Group comprising separate independent Chartered Accounting firms. Nexia Australia Pty Ltd is a member of Nexia International, a leading, global network of independent accounting and consulting firms. For more information please see www.nexia.com.au/legal. Neither Nexia International nor Nexia Australia Pty Ltd provide services to clients. Liability limited under a scheme approved under Professional Standards Legislation.
* Privacy Policy: https://nsw.nexia.com.au/privacy-policy/
Address: Nexia Sydney, Level 22, 2 Market Street, Sydney NSW 2000
Phone: +61 2 9251 4600
We acknowledge the Traditional Custodians of the land throughout Australia and their continuing connection to the land, waters and culture. We pay our respects to their Elders past, present and emerging.
General information only. Tax outcomes depend on individual circumstances, objectives, financial situations, and needs, and may change over time.
All investments involve risk, including the potential loss of capital.