- Christian Lazarou
Senior Adviser & Retirement Specialist
Secure Your Retirement with Smart Investment Strategies
Maximize Your Wealth and Income. We provide Expert Investment Advice providing you with financial modelling up to 30 years in advance so you can have vision and clarity knowing exactly what you can expect from your investments.
Book in with one of our investment experts today and receive a free Investment Game Plan!
The Free Investment Plan includes.....
- Investment Strategy, Superannuation, Tax Planning & Retirement
- Long Term Detailed Projections & Measureable Outcomes
- Tailored Plans To Suit Your Finances
- A Free Consultation With A Investment Strategies Expert
About Us
Since 2005, we have been providing people with superannuation, retirement and investment advice with one goal in mind - to increase their wealth!
Now it's true that money isn't everything in this world, but everything requires money so you want to make sure that your income and assets last as long as possible and not run out years sooner than expected.
When you use our service, you get a dedicated financial adviser who takes the time to get to know your unique goals, finances and lifestyle.
When it comes to portfolio management, we don't use outdated industry practices that you get with big institutions such as speaking to a different random person in a call center.
With our specialized retirement planning service we actually plan and model out your income and assets in retirement over 30 years so you can have vision and clarity as you move into your retirement.
When you use our service, you will get a proactive dedicated adviser that you can speak to one-on-one who will provide you with personalized support with your investing and wealth management.
Imagine what it would be like to pick up the phone and discuss your next idea or scenario with an financial expert who you can bounce ideas off and receive a response by crunching all the numbers and modelling your scenario out over the next 10+ years!
You won't get that type of service from an institutional call center!
Contact Us now for a free 15-minute discussion and we can have a chat and provide you with a free Investment Game Plan.
The grass really is greener on our side of the fence!
The Free Investment Game Plan
Investment Strategy
Your investment goal should be to make as much money as possible by growing your investment - period. We optimize and improve investment portfolios.
Superannuation Planning
Grow and manage your superannuation using a personalized financial plan, ongoing management, and regular progress updates ensuring your super is on track to provide a comfortable retirement.
Tax Planning
Holistic and personalized tax optimization strategies aimed at minimizing tax liabilities whilst ensuring compliance with current tax laws and regulations.
Retirement Planning
Fix your income 12 months in advance using our proprietary "3 Bucket" strategy so your income is not affected by investment volatility using retirement-specific defensive investments.
Why Choose Us?
Let Our Clients Speak For Us
“We had no idea there are 3 stages in retirement and the amount of money we were losing by not planning our retirement sooner. Christian explained this to us in a very easy to understand way and answered all our questions, highly recommended”
Frank & CarolNorthern Territory “I am so glad I now have expert guidance and advice as I navigate into the unknown years of my retirement. It’s also very assuring to know that we can have an income for the rest of our lives in retirement”
AnnabelleSydney“I was putting off my retirement because I didn’t know where to start or how to do it. Within 3 months of first contacting Retirement Planning Australia I was able to retire without worrying about getting it wrong”
AnneNSW“I had a $300,000 mortgage and only 6 years of work time left. Retirement Planning Australia set me up with a retirement plan that would pay down over $200,000 of debt and save over $10,000 per year in taxes! I never would have been able to achieve that without their advice”
HelenGold Coast “I was concerned about running out of money before 75. After our first phone call with Retirement Planning Australia we received some financial projections showing my income to age 100. I was happy to use their service knowing that I could overcome the fear of investing or “getting it wrong” in the most important years of my life."
Rose Victoria Get Your Free Tailored Investment Game Plan
Simply Answer the questions below and we will reach out to you to book a consultation
Copyright © 2023 Retirement Planning Australia
