Retirement
Enjoy life on your terms. We believe future planning works best when it focuses on creating the lifestyle you've always imagined, with financial strategies that give you both security and the freedom to enjoy life to have a change of pace when you choose to. Not when the 'rules' tell you that you can.
Our future planning approach
We start by understanding what your ideal future looks like, whether that's having a change of pace, traveling the world, spending time with grandkids, or pursuing passions you've only ever been able to day dream about whilst at work.
With your vision as our guide, we'll create a practical strategy designed to provide lasting income and growth. We focus on building a portfolio that can weather market storms while still giving your money the opportunity to work harder for you over time.
Life has a way of surprising us, which is why we'll meet regularly to review your progress and make adjustments. As your priorities shift or new opportunities emerge, we'll fine-tune your financial roadmap to keep you moving confidently toward the future you've imagined for yourself.
Your future reimagined
Whether you have an SMSF or an industry fund, we help you take control of your super, structuring contributions, investments, and tax strategies to build long-term wealth.
We tailor your investment approach to your goals and risk appetite, focusing on long-term growth and protecting what you’ve already built.
Your super can be one of the most tax-effective ways to grow wealth. We make sure your strategy makes the most of the rules—without overstepping them.
We identify potential gaps in your safety net and recommend right-sized insurance solutions that protect what matters most without paying for coverage you don't need.
We create thoughtful legacy plans that protect your assets and provide for your loved ones exactly as you intend, giving you peace of mind that your wishes will be honoured.
We develop smart withdrawal strategies that help your money last longer, minimsing tax impacts while maintaining the lifestyle you've worked so hard to achieve.
See what our customers say
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Common Questions
Let’s talk strategy
In just 15 minutes, we’ll help clarify your needs and outline your next steps. If it makes sense, we’ll then book you in for a deeper, complimentary one-on-one discovery session.
Talk to one of our experts and get clear on your next steps.
Your questions answered
15 minutes 1-on-1
No obligation
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Disclosure & Disclaimers: Cathan & Co Pty Ltd trading as Plansure ABN 37 604 417 450 is a Corporate Authorised Representative No. 1030618 (CAR) of Professional Investment Services Pty Ltd. (PIS) ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). PIS Licensee Information: www.centrepointalliance.com.au Telephone number 1300 557 598 Email address profinvest@cpal.com.au Complaints www.centrepointalliance.com.au/complaints General advice warning: The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
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