Enjoy life in retirement
Enjoy security in retirement
Enjoy wealth in retirement
Enjoy adventure in retirement
Enjoy creativity in retirement
The Wattle Difference
We pride ourselves on our experience in retirement planning because we know this is where good financial advisers can add the most value in someone's life. With decades of industry experience, we understand the unique needs of retirees. Unlike many in the investment sector, we recognise the distinct challenges retirees face, focusing on safeguarding your finite capital. We prioritise stable income, wealth preservation and most importantly resilient returns, not volatile ones. Retirement shouldn't be stressful; it should be fulfilling. Let us guide you through this journey, ensuring your retirement is everything you've dreamed of.
We are the retirement specialists, dedicated to your financial security and well-being.
Our Services
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Investment Management
Tailored portfolios are designed to balance growth and income ensuring long-term financial health for retirees.
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Income Planning
Strategies for reliable passive income are crafted, optimising withdrawals and employing income-producing investments for retirement comfort.
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Estate Planning
Asset transfers are managed according to individual wishes, with wills updated and trusts established, ensuring compliance and legacy preservation.
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Tax Optimisation
Focus on reducing tax liabilities through smart withdrawals, planning and strategic investment choices to extend the life of your retirement savings.
Our Community
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The Golden Times
A publication that provides Australian retirees with news, opinion and insights about finance and lifestyle issues to help them live their greatest life.
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ASA Membership
For over 60 years, integrity in the investment community has been upheld through investor education and shareholder advocacy.
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Retirement Podcast
Expert insights, resources, and support on superannuation, tax, investments, and more for Australians planning or in retirement.
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The Golden Years
This book explores achieving your ideal retirement lifestyle, managing finances beyond work, and preparing for later-life independence.
The Journey
Meet Peter and Carole, clients who entrusted us three years before retirement. Join their journey as we discuss the challenges they faced and the strategies that made their dream retirement a reality. Explore behind-the-scenes processes and transparent conversations on securing golden years. Let us guide you through retirement planning with real-life insights.
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At the beginning of every relationship, we request that you complete a detailed questionnaire in order to ensure we understand what you are looking for and are in a position to assist you. We have provided both a short and long-form questionnaire below:
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For a list of product disclosure statements and quarterly reports, please click here.
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For a list of frequently asked questions regarding Wattle Partners and our services, please click here.