Retirement planner in Bundall
Retirement planning is the core of the work at Novare Wealth. Leighton Fah helps Gold Coast pre-retirees and retirees turn super, investments and, where it applies, business equity into a plan they can live on. Meetings are at 80–82 Upton Street, Bundall.
This page is general information about how we approach retirement. It is not personal advice.
What retirement planning covers here
For most people we see, the questions are practical.
When can I step back from work or the business, and still fund the life I want?
What does a sustainable income look like in retirement?
How should super and other investments sit together?
How do we handle a business sale, succession, or a property that is doing a lot of the work?
What happens if markets, health or family plans change?
We use cash flow modelling where it helps, so the plan is a set of numbers you can test, not a slogan.
Pre-retirees
If you are still working, the job is to get clear on the date, the income, and what has to change before you get there. That includes super contributions, investment mix, debt, and whether the business is part of the retirement number or a separate problem.
Retirees
If you have already finished work, the job is income, tax, and not running out. We look at how you draw on super and other assets, what to keep in reserve, and how to adjust if something changes.
Who we see
A lot of this work is with Gold Coast business owners in their 50s and 60s, and with professionals and couples who have built super and investments and want a clear next step.
Bundall, Gold Coast
Meetings are at 80–82 Upton Street, Bundall QLD 4217, or online. Phone (07) 3543 7700.
Bundall is central for clients coming from Southport, Surfers Paradise, Broadbeach and Robina.
How this sits with your accountant and lawyer
Retirement often involves tax, structures and estate documents we do not prepare. We coordinate with your accountant and, where needed, your solicitor. That coordination is part of the job, not an extra.
About the planner
Leighton Fah is Principal and Senior Financial Planner at Novare Wealth, a Corporate Authorised Representative of GPS Wealth Ltd (AFSL 254544). More than 15 years in financial planning. BBS, ADFP. Sub Authorised Representative 1268651.
Questions people ask
Do you only work with people about to retire? No. We work with pre-retirees who are still building, and with people who have already retired. The practice is built around that stage of life.
Will you tell me a retirement date? We can model scenarios. The date is your decision. The plan should show what different dates cost.
Do I have to move my super to you? No. Advice is about whether your current arrangements are fit for purpose. Any recommendation to change products is only made in written personal advice, if it is appropriate.
Is the first meeting a sales presentation? No. It is a conversation to see whether we can help, and whether you want us to.