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Whether your retirement is imminent, or perhaps you have a longer-term strategy towards making the transition, Fortnum Dubbo offers customised retirement planning based on the retirement lifestyle you hope to enjoy.

We understand you’ve worked hard throughout your career and, naturally, you’ll want to reap the rewards of your labour when you eventually exit the workforce. That’s why we empower you to make choices about how and where you live in retirement, rather than finding yourself in the position of relying on the limitations of what your pension can afford you.

We help guide your decision-making so that you may make informed decisions about what funds you’ll need upon retirement, when to make the transition, and how to protect and preserve your income stream beyond employment.

You may wish to include provisions for some of life’s luxuries, like travel and entertainment, as well making allowances for treating the grandchildren every now and then. In Fortnum Dubbo, you’ll find enduring service that allows you to adapt and modify your retirement plan in line with your changing needs.


Our retirement planning services include the following:

  • Superannuation Assets
  • Non Superannuation Assets
  • Contribution Rules
  • Self Managed Super Funds
  • Transition to Retirement
  • Account Based Pensions
  • Complying Pensions
  • Reverse Mortgages

If you have ageing parents, who may need your assistance in planning their aged care, or perhaps you are looking ahead to make provisions for your own aged care, Fortnum Dubbo can assist you by offering real life scenarios that will aid your planning.

Aged care planning is designed to help empower you to live your twilight years in a location and destination of your choosing, without derailing your overall financial plan and/or eroding your Estate. We work with you to outline your options; which may include modifying your family home or entering a residential facility elsewhere. Ours is a client-first approach that puts you in the driver’s seat as you determine how and where you want to live as together we tailor a plan to help you achieve those objectives.

For more information about personalised Retirement Planning, contact us today on (02) 6884 2222 or email

Fortnum Dubbo and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.

The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.

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