Escape The Grind

Retirement planning for over 50s that's about more than money.

Retire by choice, not chance

The kids have left the nest, and you're at an exciting time of life when you can focus on YOU and your future.

Understandably, retirement is on your mind and you can picture the fun things you'll see and do when you have the choice to say goodbye to work. That could be hooking up the caravan and setting off around Australia, working a few days, volunteering, enjoying your hobbies, cruising with friends or spoiling the grandkids.

But you're not sure if you'll have enough money to enjoy your dream retirement.

Let's figure out your 'enough', so you can escape the grind and fill your days with the people, places and pastimes that bring you joy.

It’s about more than money.

Wealth is about more than money. It's understanding what you truly want out of life. It's about finding meaning and purpose in what you do every day and not looking back with regrets, wishing you could have done more or done things differently.

It’s about money plus:

  • KNOWLEDGE

    Make informed decisions, understanding the why, what and how of every financial move.

  • CONTROL

    Be the driver, not the passenger, of your life. Now and in retirement.

  • CONTENTMENT

    Enjoy life your way, with clarity and confidence for your money and future, free from unexpected surprises.

  • SUPPORT

    We meet at least annually to adapt your financial plan to changes in your life, and you can contact us anytime you have a question, no matter how big or small.

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The number of decisions you need to make as you approach the next phase of your life can be daunting. It's understandable if you feel confused and stuck, unsure where to start.

ETG Wealth takes the worry out of retirement planning to help you escape the grind on your terms.

To us, wealth is about more than money. It's about filling your days with purpose and people who energise you. It's when life just feels good.

That's why we take the time to get to know you and what you want from life now and on the other side of work.

We won't bombard you with complicated financial terms or complex strategies. We explain everything in a way that's easy to understand so you feel comfortable with every financial decision you make.

Clients tell us they feel relieved they can enjoy life now, knowing their future is secure and not worrying about every dollar they spend along the way.

  • "We’ve been seeing Stuart for years now and cannot fault his personal service and advice. He is engaging, knowledgeable, and comprehensive; always pitching the information at just the right level for both me and my partner. He creates a comfortable environment, is organised and always prepped with all the required reports. I can’t recommend him highly enough."

    Ellie Barker

  • "Wonderful knowledge & provides assistance promptly and efficiently when needed. Always keeping us informed of any changes."

    Carissa Lammers-Neate

  • “Stuart is clear and concise with his advice. His explanations of financial products are given in terms we can easily understand. He's very approachable and easy to interact with and is very professional in his dealings with us. His advice reflects and caters for our financial needs and goals. No hesitation in recommending his services.”

    Bill Allison

How much is enough?

If you wonder whether you have enough money to enjoy the retirement you always dreamed of, you're not alone. "I'm worried I'm going to run out of money" is the number one concern we hear from clients thinking about retirement.

ETG Wealth takes the guesswork out of retirement planning, providing you with clarity and confidence for your money and future, free from unexpected surprises.

> ON THE HORIZON

Retirement is still in the distance, but you want to get all your financial ducks in a row now, so you feel relaxed and in control. You're not leaving your financial future chance.

> THE HOME STRETCH

Retirement is five or fewer years away, and you're counting down until you can choose how you spend your days. You want reassurance that you're on track to replace your employment income with retirement income when the day comes to move into the next phase of your life.

> ACROSS THE GOLDEN LINE

The daily hustle of work life is behind you, and you're free to fill your days with the things that matter most to you. Optimise your retirement income and get your fair share of government entitlements, so you feel confident you can continue living the lifestyle you love.

“If life is what you make it,
it's time to build.”

— Hilltop Hoods

Ready to build the retirement you deserve?

  • 1. BOOK A CHAT

    Book a 20-minute no-obligation introductory chat (phone or virtual) to see if we are the right fit to work together.

  • 2. LISTEN. PLAN. EDUCATE.

    We take the time to understand your financial position and vision of retirement and create a financial plan to get you there.

  • 3. ENJOY LIFE

    Live in the now, be optimistic about the future and feel confident you're working towards YOUR retirement.

Book a Chat