55-65 years?

55 - 65 ... The Pre- Retirement years

The pre-retirement years


Imagine your retirement. It may be 10 years away or more. But look how fast you got to this age. We hear it from our clients all the time. “Life happened … in the blink of an eye.” Well, take a deep breath. Retirement’s just around the corner.

But what does retirement look like for you? Travel? Tree change? Walks on the beach? Spending time with your grandkids?

If you’re aged between 55 and 65, here’s the good news: 65 is the new 45, if you look after yourself. And by looking after yourself, it doesn’t just mean regular facials, gym classes and coffee dates.

It means making sure you have a strong, secure financial plan and control of the most valuable part of your life. Your future.

Right now is the perfect time to start planning for your retirement.

Strategies for success

Strategies for success


These years are where you turn up the dial on your savings. And in doing so, you’ll need more strategies about when, where and how you transition to retirement.

It’s time to ask yourself a few hard questions like:

  • How will I know it’s the right time to retire?
  • How long will my funds last?
  • Will my financial situation enable me to maintain my current lifestyle in retirement?
  • Have I done enough?

We can help you find the answers.


We often find clients come to us dissatisfied with previous financial planners – and not always in the position they’d like to be in.

Here at Step Up, we’re fiercely proud to be the Central West’s leading money coaches and financial planners, and our deep understanding of the region and its people mean we’re able to offer you a unique outlook and tailor-made pre-retiree financial plan.

Endless possibilities

The possibilities are endless


We have many clients who want to retire but don’t think they can. After coming to see us, many realise that they can retire a lot sooner than they first thought. Sometimes this is due to education and awareness of entitlements they weren’t aware of …

And sometimes it can be putting into place an exciting plan to kick-start your retirement.

You’ll gain peace of mind and will look forward to living the lifestyle you desire.

Our decades of experience in the region means we’re able to integrate financial planning, money coaching and investment management, and develop targeted strategies for each individual customer and their unique experiences.

Ideal retirement

Design your ideal retirement


At Step Up, it is our absolute passion to help individual and couples in the pre-retiree stage (55-65) design their ideal retirement lifestyle.

So, when is the right time for you? Could you actually afford to retire today? Are you ready to Step Up and take control?

Contact Julie and the team today.

Need more information? Get in touch with Step Up Financial