Retirement Planning Advice Sydney
We are retirement planning financial advisors in Sydney
Are you uncertain that you will be in a position to be able to Retire when you want to?
If you answered yes to both of these questions then you are not alone.
A lot of people we see in Sydney are apprehensive about retirement. They want to have the option to retire, but are not sure if they will have enough to live the kind of retirement they would want? Often, they end up just ignoring it and putting into the too hard basket.
They often leave retirement planning too late and don’t seek expert advice. They end up retiring with a lifestyle they don’t really enjoy, constantly worrying they will run out of money, or they end up unnecessarily working well into their later years.
Retirement planning is a complex space. There are many strategies and levers that can be used to help maximise your retirement outcome. To be across and utilise various available strategies and factors is generally not a small undertaking. You need to be across, your personal circumstances, investments, tax law, superannuation rules, contribution strategies, government benefits, and long-term financial modelling and scenario analysis.
There is another way. An easier and more successful way. To make the most of your situation and plan for the best retirement you can have, we recommend seeking profession financial advice.
Smart Wealth Financial have years of experience in helping people to plan for retirement. We can take out the stress and guess work for you. You can then have the peace of mind knowing that you have a qualified retirement planning financial adviser in Norwest Sydney on your side helping you to navigate, plan for and most importantly enjoy your best retirement.
Take your first step to a great retirement today and book in your complementary discovery call via Zoom to see how we can help you.
Considering Financial Advice?
Our complimentary discovery call is a structured 30 minute Zoom meeting designed to help you decide whether professional financial advice makes sense for your situation.
We will discuss your circumstances at a high level, explain how we work, and outline advice fees so you can make an informed decision about next steps.
> Consider whether advice is appropriate for you
> Learn how our advice process works
> Discuss scope and fees
> Outline next steps so you can decide whether to proceed
Other services
Superannuation Advice
Personal Insurance Advice
Personal Insurance Advice
Superannuation is a major and important asset for a lot of Australians. It can be a fantastinc vehicle to grow your wealth. However, it also requires expert advice to navigate and make the most of it. We are experts and can help you.
Personal Insurance Advice
Personal Insurance Advice
Personal Insurance Advice
We can help you in the areas of Life Insurance, Income Protection insurance, and Disability insurance. We can expertly advise you to make sure you and your family are financially protected in the case of unexpected death, injury, or illness.
Investment Advice
Cashflow and Budgeting
Cashflow and Budgeting
Investing wisely is a very important part of wealth creation and wealth management. At Smart Wealth Financial we focus on ensuring your money is invested excellent investments, both in Australia and around the world.
Cashflow and Budgeting
Cashflow and Budgeting
Cashflow and Budgeting
Making the most of your cashflow is a foundation of wealth accumulation and management. We take the time to understand your cashflow to make sure you are on good foundations to meet your goals.
Meet the team
Rupa Tamaschke
Rupa Tamaschke
Rupa Tamaschke
Principal Financial Adviser
Rupa Tamaschke has been involved in the financial service industry for over 10 years and advising for over 6 years. Rupa is an Associate member of the Financial Planning Association.
Rupa is also a Solicitor admitted into the Supreme Court of NSW in 2012.
Paul Tamaschke
Rupa Tamaschke
Rupa Tamaschke
Principal Financial Adviser
Paul has been involved in the financial service industry for over 20 years and advising for over 15 years. During this time, he has worked at a number of leading financial institutions within Sydney.
Paul is a Certified Financial Planner® and a member of the Financial Planning Association of Australia.
What others are saying
Gary Minford
Rupa is fantastic to deal with. She is smart, straightforward, and gives great advice. She took the time to really understand our situation before recommending the best course of action for us, thoroughly recommend.
Jacob Augimeri
My partner and I have both received personal financial advice from Paul Tamaschke. He is incredibly thourough and professional. I have no hesitations referring friends and family to Paul and Rupa for financial advice.
Melissa Phillips
I absolutely recommend Rupa. She takes the time to understand your situation and works with you to determine the best way forward with your super and any insurances you may need. Her advice is up to date and well researched and I trust her implicitly knowing she is working in my best interests.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
The first step is to book a book your complimentary discovery call via Zoom. This is a structured 30 minute meeting where we discuss your situation at a high level, explain how we work, and outline advice fees, so you can decide whether it makes sense to proceed.
All financial advisers in Australia are required to be listed on ASIC’s Money Smart financial advice register. You can search our names there to check. Important: Before receiving personal financial advice from anyone please check that they are listed on ASIC’s Money Smart financial advice register.
The value of financial advice depends on your circumstances, but our role is to provide clear, structured guidance tailored to your situation. You will work with a qualified, experienced, and authorised financial adviser who helps you make informed decisions, avoid costly mistakes, and bring clarity to complex financial issues.
Our advice is designed to give you confidence in your strategy and direction, particularly as your financial decisions become more important over time.
Smart Wealth Financial
Suite 44, 11-13 Brookhollow Ave, Norwest NSW 2155
Copyright © 2018-2024 Smart Wealth Financial - All Rights Reserved.
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where necessary, seek professional advice from a financial adviser.
Smart Wealth Financial is a Corporate Authorised Representative of Smart Financial Services AFS Licence Number 542371
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