Retirement Planning
Retirement Advice Perth
At Oak Advisory, retirement planning isn’t just something we offer-it’s the main focus of what we do.
We’re one of Perth’s only financial planning firms that specialises exclusively in retirement advice, helping clients confidently prepare for their next chapter.
We work primarily with individuals in their 50s and 60s who are planning for retirement or want to make sure they’re on the right track.
Why Choose Oak Advisory?
We’re proud to be one of the few independent financial advisors in Perth, meaning we don’t take commissions or referral fees from banks or super funds. Our advice is always tailored to your needs-not influenced by third parties.
By focusing solely on retirement planning in Perth, we deliver expert guidance with clarity, honesty, and care. Think of us as the retirement specialists-because we believe doing one thing exceptionally well delivers better results than trying to do it all.
What We Help With
Our personalised retirement planning covers everything you need to retire with confidence, including:
- When and how you can afford to retire
- How much you’ll need each year
- Superannuation strategies
- Government entitlements
- Managing debt and estate planning
- Transitioning your lifestyle in retirement
We also help you answer important questions like:
- Will I have enough to retire?
- Am I paying too much in fees?
- How can I make the most of my super?
- What should I do after paying off my mortgage?
Plan Your Dream Retirement Today
Whether you’re aiming for early retirement, planning for travel, or simply want peace of mind, Oak Advisory will help you make informed, confident decisions.
We believe retirement planning is about freedom, not limitations. Our role is to give you options and guide you towards the lifestyle you want-with expert advice that puts your future first.
Get in touch with our independent financial planners in Perth today
Call us to book your initial consultation or get in touch through the Contact Us page.