Retirement Planning
Is your retirement plan a broad vision or a solid financial strategy?
Our approach to retirement planning offers the clarity, reassurance and structure needed to transform your future.
What is Retirement Planning?
Retirement planning is the strategic management of your wealth to ensure long-term financial security.
It’s your life blueprint, integrating superannuation, investments, property and tax strategies to map out your financial future with clarity. With a well-crafted retirement plan, you can retire on your terms – all with confidence and financial security. At Omura, we provide strategies for lasting stability, with direct access to Terry for expert and personalised guidance. Our approach prioritises security, trust and long-term peace of mind – essential for those planning their future.
Book an initial callOur Financial
Modelling and Cashflow
Management Work
in Action
Cash Movements
Inflows
Outflows
Asset Base
Our Taxation and Structuring Advisory Work in Action
Our Retirement Planning Work in Action
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Our Superannuation Work in Action
Making the Most of Your Superannuation
Many Australians view superannuation as a passive savings account, expecting it to grow on its own over time. However, this is quite passive and can potentially slow down the growth of your super nest egg. The truth is, without the right financial guidance, there can be so many missed opportunities to use strategic approaches that can significantly grow your retirement wealth. Let’s chat.
Book an initial callOmura’s Superannuation Strategies for a Stronger Future
While our superannuation financial advisory services are bespoke and tailored to each person, our overall approach to superannuation advice includes:
Our Comprehensive Approach to Superannuation Advice
Selecting a super fund that aligns with your long-term financial goals
Implementing tax strategies to optimise your retirement savings
Adjusting risk exposure to match your life stage and retirement plans
Selecting a super fund that aligns with your long-term financial goals
Exploring investment options and superannuation structures, including wrap accounts, SMSFs, master trusts and industry funds for greater flexibility and growth
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Making the Most of Your Insurance
Many Australians overlook insurance, becoming complacent.
However, it’s just as important a part of your financial plan as investment and portfolio planning. We don’t sell insurance. However, we help you determine the right level of coverage, structure it tax-effectively and ensure it adapts as your financial situation evolves.
Book an initial callAt Omura, we recognise that your retirement deserves a personalised approach.
While our retirement financial advisory services are bespoke and tailored to each person, our overall approach to retirement advice includes:
High-Growth Portfolios
Bespoke financial strategies carefully designed around your goals and aspirations.
Risk-Mitigated Strategies
Considerate financial planning aimed at safeguarding and growing your wealth over the long term.
Tax-Saving Stratagies
Direct access to Terry, who will provide you with consistent and expert guidance at every stage of your journey.
My husband died at age 37. Here’s how I survived financially
For Lisa Chew and the families of the 20,000 people who die every year in Australia aged between 20 and 60, there are few consolations.
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Through experienced guidance and proactive care, we offer thoughtful strategies and a clear path to lasting financial security well into the golden years.
Plan your retirement. Protect your well-being.
Retirement planning is the strategic management of your wealth to ensure long-term financial security.
Money, Well-being and
the Role of Financial Advice
the Role of Financial Advice
Health and Well-being Benefits from
Strong Financial Literacy
Strong Financial Literacy
What Clients Say About Our Retirement Planning Service
Omura empowers you to take charge of your financial future with strategic advice and smart wealth management.
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I found Terry online, having changed some aspects of my personal situation and finding myself without a financial advisor. I was needing solid advice and direction for the final 5-6 years of my working life, needing to be confident in my strategies at what is a critical time of retirement preparation. Terry has been great - informed, communicative, informative and responsive to my needs. Thanks Terry!
After researching 5 advisors, majority of them had a "robotic" systems where you had to book into their calendar and pay an exuberant fee for a 1 hour initial consult before you could speak with them to see if they had any past experience with your financial / life circumstances.
I chose to engage Terry to manage my finances due to the fact he took the time to understand my situation/circumstances and provide me with valuable guidance before we even spoke about fees. Terry managed to guide me through all of the tax elements in relation to TPD and work injuries and how to navigate through these "grey" areas, saving me a fair bit in tax by strategically mapping out the road moving forward. I would highly recommend having chat with Terry before you commit to and advisor as I found him to be the most professional and transparent.
I chose to engage Terry to manage my finances due to the fact he took the time to understand my situation/circumstances and provide me with valuable guidance before we even spoke about fees. Terry managed to guide me through all of the tax elements in relation to TPD and work injuries and how to navigate through these "grey" areas, saving me a fair bit in tax by strategically mapping out the road moving forward. I would highly recommend having chat with Terry before you commit to and advisor as I found him to be the most professional and transparent.
Jim Newkirk
Retirement is a new chapter of possibility and fulfilment.
Omura is here to be your trusted financial advisory partner, working with you to create a retirement plan that achieves meaningful and lasting results. A thoughtfully planned retirement lays the foundation for the future you envision.