Retirement Planning

We’ll help you plan and protect your future, so you can make the most of your retirement and enjoy the lifestyle you’ve earned.

Retire with clarity and confidence.

Easing into Retirement with Confidence.

Retirement is one of the biggest life changes you’ll ever experience. At Kinetic Wealth Management, our ongoing advice and support will help you retire with confidence and enjoy the lifestyle you’ve worked hard to achieve.

At Kinetic Wealth Management, we help you build a personalised retirement strategy that supports your lifestyle, protects your income, and keeps your future on track—no matter where you’re starting from.

Easing into Retirement with Confidence.

Retirement should be one of the most exciting and fulfilling times of your life—a chance to do all the things you’ve been putting off during your busy working years.

You might plan to travel the world, spend more time with family, give back through volunteering, or finally pursue a hobby or passion.

Whatever your vision for retirement, Kinetic Wealth Management can help turn it into a reality with expert, personalised financial advice.

It’s Never Too Late to Get Advice

Whether you’re just starting to think about retirement or planning to stop working soon, it’s never too late to get the advice you need. While early planning offers the most flexibility, there are also significant benefits to seeking professional guidance closer to retirement.

With our support, you’ll be able to:

Tailored Strategies—Even if Retirement Is
Just Around the Corner

At Kinetic Wealth Management, we help you make the most of your financial position with flexible options such as:

Working a little longer to maximise super contributions and retirement savings.

Accessing a Transition to Retirement (TTR) pension to supplement a reduced income

Taking advantage of salary sacrifice and super co-contribution opportunities

Waiting until age 60 to withdraw your super—when benefits may become tax-free

FAQ

Your questions, answered.
Clear answers to common questions

When should I start planning for retirement?

The earlier, the better—but it’s never too late. Whether retirement is years away or just around the corner, tailored advice can make a big difference.

How much money will I need to retire comfortably?

It depends on your lifestyle goals, expenses, and income sources. We’ll help you assess your needs and create a realistic plan to get there.

What if I’m not ready to stop working completely?

That’s okay. We can explore flexible strategies like part-time work, Transition to Retirement (TTR) pensions, and contribution options to help you ease into retirement on your terms.

Your Retirement, Your Way
No matter your timeline—whether retirement is 10 years away or just around the corner—our advisers will work with you to design a clear, practical strategy to secure your ideal lifestyle.

Testimonials

I’ve worked with Partha for a few years now as my financial advisor and establishing my
SMSF, it has been a rewarding and educational experience. It’s essential to have quality
financial advice and I highly recommend Partha and his credentials.

Vick,
Norwest NSW

Partha Saha has been our specialist financial adviser for the past four years. Partha has
provided us with sound financial advice and guidance on my wife and my superannuation,
and our other finances. The advice and strategies he put in place has been exceptional, not
only ensuring that our super will provide a very good retirement income, but also because
his investment strategies has ensured our super continues to grow.
Additionally, Partha is very approachable and has always been readily available to discuss
any other financial queries we have had.
Partha’s financial advice has ensured both my wife, and I can enjoy a long and comfortable
retirement.

Heinz and Karen,
Maroubra NSW

We engaged Partha from Kinetic Wealth to assist with setting up our Self-Managed Super
Fund (SMSF), and the experience has been outstanding from start to finish.
Partha took the time to clearly explain each step of the process, ensuring we had complete
confidence in the decisions being made. His professionalism, attention to detail, and
willingness to go that extra mile made what could have been a complex process extremely
smooth and stress-free. His financial advice and strategies have made sure me and my wife
are set up for the best possible outcome.