HOW WE HELP

Superannuation & Retirement Planning

Because the best is yet to come.

At Opus Wealth, we see retirement as the beginning of your next chapter. Whether you’re decades away or just around the corner, our superannuation and retirement planning services are designed to help you step into the future with clarity, confidence, and control.

What we do

Retirement, Strategised

For most Australians, super is the cornerstone of an effective, self-funded retirement. We help you:

  • Understand your current superannuation position
  • Give clarity on what your retirement could look like
  • Choose the right super fund for you
  • Align and manage your investment strategy with your retirement goals
  • Navigate contribution strategies and tax efficiencies
  • Stay ahead of legislative changes that impact your super
Self-Managed Super Funds (SMSFs)
For clients who want greater control over their retirement savings, a Self-Managed Super Fund (SMSF) can be an option which offers flexibility, transparency and tailored investment options. We help you decide whether an SMSF is right for you—or if you already have one, provide greater strategic   clarity    and a professional investment approach.
How it helps you

Planning your next Chapter

Retirement is deeply personal. Whether it’s travel, time with family, or new pursuits, we tailor a plan that supports your version of a life well-lived. Our approach includes:

  • Projecting your retirement income needs
  • Modelling different retirement scenarios
  • Planning for multiple phases of retirement or early retirement
  • Managing longevity risk and inflation
  • Optimising Centrelink entitlements and aged care considerations

Wherever you are, we're with you

No matter what stage you’re at in your retirement planning journey—just starting out, mid-career, or nearing retirement—we’re here to help you make confident, informed decisions toward your goals.

Why Opus Wealth?

We don’t just manage money—we help you write the next chapter of your life story. With a clear plan and a trusted adviser by your side, you can move forward with purpose and peace of mind.

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