Retirement planning Geelong

Retirement planning can often feel overwhelming and complex, leaving many individuals unsure of where to begin. However, with CD&G Accountants by your side, the process can be much more manageable and less daunting. Serving our valued clients in Geelong, we believe that retirement planning encompasses far more than just superannuation.

We are dedicated to working closely with you, providing comprehensive assistance with superannuation calculations and helping you establish a sustainable income stream based on your unique investment strategies.

Holistic approach for a secure future

At CD&G Accountants, we go beyond the basics to offer guidance on various aspects of retirement planning, including the intricate landscape of the Age Pension and strategic estate planning. Our team of experts understands that a well-rounded retirement plan involves more than a single component, and we strive to provide holistic solutions tailored to your specific circumstances.

Building a strong portfolio for financial growth

One of our primary objectives is to assist you in building a robust portfolio that aligns with your financial goals. To achieve this, we offer an extensive range of investment options and wealth creation strategies designed exclusively for you. Whether you are interested in exploring the benefits of Self-Managed Superannuation Funds (SMSFs) or considering property investment, we have the knowledge and expertise to guide you through the process.

Ensuring your retirement income meets your needs

Ultimately, our aim is to ensure that your retirement income aligns with your needs and aspirations. By entrusting your retirement planning to our capable team, you can alleviate the burden and stress associated with navigating this complex landscape. We are dedicated to working collaboratively with you, providing personalised support and taking the necessary steps to secure your financial future.

Take the first step towards a worry-free retirement by reaching out to our team at CD&G Accountants. Let us handle the intricacies of retirement planning, empowering you to focus on the things that truly matter to you. With our expertise and commitment to your financial success, you can embark on this next chapter of your life with confidence and peace of mind.


Contact our team and let us take the hard work and stress out of retirement planning. We also provide services for succession planning and estates and asset protection in Geelong.