(02) 4948 8613

Are You Over 50?

"You're About To Learn The 5 Questions You
MUST Answer Before Planning Your Retirement"

In our FREE Retirement Planning Guide I'll show you....

  • How to check if you're on track for a comfortable retirement - and what to do if you're not...
  • The most important question that 90% of Financial Planners fail to ask that let's you know if you're really ready to retire...
  • 3 common retirement strategies you MUST never implement....
  • A super-simple calculator that gives you a window into your likely retirement income - in less than 5 minutes!
  • The strategy that if you're over 55 and not doing, you are losing money...

We respect your privacy. Your information will never be shared.


Here's What Others Are Saying...

Tony's help allowed us to maintain the same income as before retirement.

We never thought we would be eligible for any support for Rosemary's medical expenses from Centrelink and that support has really made a difference. His experience took the sweat out of filling out all those forms and the knowledge of what was required was invaluable to us.

We can now get away in the caravan whenever we want and can feel secure about the future. We have no hesitation in recommending Tony for Financial advice.

John & Rosemary Robertson

What's the Catch? Why are we giving this valuable Information away? 

We give away these resources because we genuinely want Australians to retire in comfort and learn and understand more about what it takes to achieve that.

At the same time it gives us an opportunity to acquaint you with some of our unique methods to preparing clients for and supporting clients through one of Life's biggest changes.

We call this approach, Results in Advance.

By extending ourselves in this way, we hope that you'll get a feel for the way we work and contact us when you need help planning your retirement.

You can unsubscribe anytime you like (although few clients ever do) and your privacy is assured. We will not sell, rent or trade your email details to anyone!

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Simply click the button below, complete your details and get instant access to your very first retirement planning resource.

We respect your privacy. Your information will never be shared.

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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.