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Smart Retirement: Planning with Purpose

Whether you’re five years or 15 years away from retirement, this guide helps you plan your ideal future with clarity, purpose, and peace of mind.
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Retirement isn’t just about money—it’s about lifestyle, legacy, and peace of mind. This guide walks you through the key pillars of smart retirement planning: understanding your future income needs, assessing your super, defining retirement goals, and aligning your portfolio.

Written for high-net-worth Australians and pre-retirees, it includes checklists and simple scenarios to help you think clearly and act confidently.

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"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 focussed on our best financial interests."
Catherine and John Percy
Client of 15 years

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