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RETIREMENT PLANNING

It is never too early to start your retirement planning. In fact we encourage our clients to think about their retirement goals early on in order for us to help them achieve their desired lifestyle in retirement.

  • Have enough assets & super to last their whole retirement?
  • Protect your assets against market fluctuations
  • Enjoy peace of mind that you are on track for retirement
  • Gain a proactive partner to guide you through any changes over time

With average life expectancy increasing, many Australian’s will spend up to one-third of their life in retirement. However, many people do not recognise the need for retirement planning until the later years.

How We Can Help

Budgeting

How much income your assets will generate

Savings Strategies

Whether you need to downsize

Work

The impact of you working part-time

Super Fund

Ensuring your assets and Superannuation are suitably set up for your retirement

Insurance Strategy

Whether you still require your personal insurance in retirement

Government Support

Helping your eligibility for any government assistance

Allocation Strategies

Advice on contributions to Super, to improve your position and save tax

Protection

Advice on contributions to Super, to improve your position and save tax

What Our Clients Say

Deb Pearson
Deb Pearson
14/07/2022
I highly recommend Tamara and Charade from True Journey Financial Planning. They have done a fantastic job of putting together a plan for us that works with our current lifestyle and gives us peace of mind about the future.
Chris Sadgrove
Chris Sadgrove
04/07/2022
Very understanding and pleasant to work with, explained details very well which made my decisions very easy. Definitely would recommend to anyone seeking a good financial planner.
Andy Heironymus
Andy Heironymus
02/06/2022
My wife and I highly recommend True Journey FP. Tamara explains complex financial matters in a way that we are able to digest and understand with ease. Every interaction is positive and I can honestly say that we are confident in leaving our finances and future in Tamara's more than capable hands, and that is not said lightly.
Ruth Morton
Ruth Morton
11/05/2022
Tamara has been a breath of fresh air in an industry that can be intimidating and difficult to understand. She took the time to show us a number of investment options which would suit our life stage and enable us to live comfortably in our retirement. She listened to what we wanted and made it happen. Thanks to her professional advice our investments have gone exactly to plan in difficult times. I would highly recommend True Journey FInancial Planning and Tamara to help you with financial advice for any life stage. We are looking forward to working with Tamara for years to come.
Ann Cloke
Ann Cloke
19/04/2022
I am very pleased with the help I have received from Tamara ,She as made the whole process an easy journey .Thanks
Vaughan Chitty
Vaughan Chitty
11/04/2022
Always provide comprehensive, understandable information and advice. Requests are actioned promptly. Tamara is a professional and a pleasure to deal with. Thank you
Julie Hansen
Julie Hansen
10/04/2022
I highly recommend Tamara and her team at True Journey. Great personalised service. They are genuinely interested in bettering your financial future and guiding you through the process. They make it easy to take care of yourself and your family.
David Chilton
David Chilton
18/02/2022
We were fortunate to hear about Tamara at True Journey Financial Planning from our son. We cannot recommend Tamara highly enough. Following her advice and help with our Retirement Planning, my wife was delighted to find out it was possible for her to retire much earlier than she had anticipated. The great part too, is that Tamara takes all the hard work out of the processes. Nothing has been too much trouble for Tamara, she is always there if we need to check anything or further advice. Thanks to Tamara and the team, we are now enjoying our retirement together.
Julie McGlone
Julie McGlone
08/02/2022
Tamara Gillman and her team at True Journey Financial are simply the best. I resisted getting financial advice thinking I knew it all - and then it was nearly time to retire and I panicked. Tamara to the rescue - her advice has been clear, considered and mindful of my needs and wants. I have gone from worried about my finances to feeling happy and secure. I highly recommend this company and my only regret is not contacting Tamara sooner.
Stella Bachtis
Stella Bachtis
02/02/2022
Tamara is great to work with - very knowledgeable and personable and always keen to help. She has been professional and helpful and she has her customer's best interests at heart. Highly recommend.

"The truth is, it is never too early to start your retirement planning. In fact we encourage our clients to think about their retirement goals early on in order for us to help them achieve their desired lifestyle in retirement."

Make the best financial decisions as you start a new chapter in your life

Australian Retirement Guide
By Tamara Gillman, CFP®

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Take the first step towards your dream lifestyle and financial freedom with True Journey Financial

Take the first step to a happy retirement