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  • Preparing to Retire?
  • new to investing?
  • In Business?

We call it the "Real Transition to Retirement", maintaining a comfortable lifestyle now whilst preparing for when its just "money at work" and not "man/woman at work".

It can be daunting. The rules keep changing, there is lots of jargon, so much conflicting information that can make it difficult to decide what is right for you.

If you want to feel organised and prepared for retirement .... Learn More

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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. 

You need to consider you financial situation and needs before making any decisions based on this information.


The Trustee for Pereira Family Trust (ABN 25 467 180 446), trading as Lake Macquarie Financial Planning is an authorised 

representative of Charter Financial Planning Limited, Australian Financial Services Licensee.