Retire with confidence and financial peace of mind

Strategic retirement planning to help you enjoy the lifestyle you’ve earned while safeguarding your financial independence.

Advice to get you financially well organised

Years Experience

0 +

Years at CommBank

Years Macquarie Private Bank

0 +

Established Walter Wealth Advice

Investment advice

Income Maximisation

Optimise your retirement income streams for stability and growth.

We provide tailored strategies using account-based pensions, annuities, and government-aged pension options to ensure you maximise your income in retirement.

Income Tax Minimisation

Keep more of your retirement income with smart tax strategies.

We help you implement tax-efficient income plans, such as managing withdrawals and structuring investments, to reduce tax liabilities in retirement.

Maximum Transfer Balance Cap

Stay within legal limits while maximising superannuation benefits.

We guide you on managing your superannuation balance to comply with the transfer cap, ensuring you make the most of tax-free retirement income opportunities.

Tax-Effective Withdrawals

Make the most of your savings.

We help you navigate withdrawal rules and tax considerations, ensuring your funds are utilised efficiently.

“Nick has looked after us for 15 years as our Macquarie Private Banker. Apart from his engaging personality, Nick has been diligent, knowledgeable, proactive, courteous, and has always been focused on our best financial interests.”

Catherine & John Percy

Client of 15 years

“Nick has the most valuable skill that he is able to explain relatively complex matters, such as the vagaries of capital markets, to any audience from ‘Mum and Dad’ investors to a Board of sophisticated professionals.”

Scott Kelly

Company CEO and client of 8 years

Rest assured, you can leave a lasting legacy

Discover how our personalised investment advice can help you achieve your financial goals. Schedule a consultation today.

Comprehensive Financial Planning for Every Stage of Life

Holistic financial solutions to secure your future and achieve your goals.

We help you define and prioritise your financial objectives, whether it’s growing your wealth, planning for retirement, or leaving a legacy.
Our tailored strategies encompass investment advice, retirement planning, and estate management, designed to align with your unique circumstances.
With ongoing support, we ensure your plan adapts to life’s changes and market conditions, giving you peace of mind.

Strategic Wealth Management for Long-Term Success

Integrated financial services to grow, protect, and manage your wealth.

Personalised Financial Strategies for a Secure Future

Customised advice and solutions to help you build and sustain wealth.

You asked, we answered

When should I start planning for retirement?

It’s never too early or too late to start. Ideally, the earlier you begin, the more time your investments have to grow.

How much money do I need to retire comfortably?

The amount depends on your desired lifestyle, expected expenses, and retirement duration. We’ll help you create a tailored plan.

Can you help with creating income streams in retirement?

Yes, we design strategies to provide sustainable income streams, ensuring financial security throughout your retirement.

What happens if my circumstances change after I retire?

We offer ongoing support and adjustments to your retirement plan, accommodating changes in your needs or unexpected events.

Didn’t find the answer you are looking for? Contact Walter Wealth

Featured guide