Financial planning for your next chapter
Whether you’re preparing for retirement or already enjoying it, the decisions you make now shape your confidence, income, and peace of mind for years ahead.
Where are you right now?
Whether you’re about to retire or already retired, retirement isn’t just about the numbers, it’s about the life you’ve worked hard to build and the freedom to enjoy it. We’re here for people in and around the Sunshine Coast who want more than just financial advice. We offer guidance that’s personal, practical, and always by your side.
If you’re approaching retirement:
- Unsure if you’ve done enough
- Concerned about super, tax, and timing
- Want clarity before making final decisions
If you’re already retired:
- Want confidence your income will last
- Concerned about market and policy changes
- Prefer someone actively monitoring your plan
Find out if you're financially set for what should be one of the most fulfilling chapters of your life.
The Retirement Quiz is a quick way to understand where you currently sit and which areas of your retirement may need attention. It helps you cut through uncertainty before deciding what to do next.
- Identifies your current stage of retirement
- Highlights common risks and opportunities
- Provides personalised guidance based on your answers
Complimentary Strategy Call.
If you already know you’d like professional guidance, a complimentary discovery call allows you to speak directly with an adviser and gain clarity on your situation, without obligation.
With you all the way for the retirement you deserve.
Our advice is tailored to your stage of retirement and evolves as your life changes.
Retirement Planning
Create a tailored retirement plan that outlines financial goals, income sources, and strategies to achieve a retirement you can love.
Superannuation Optimisation
Maximise contributions to superannuation accounts and advise on investment options to grow retirement savings.
Tax-Efficient Strategies
Implement tax-effective strategies to minimise tax liabilities in retirement, including tax-efficient investment options.
Estate Planning
Assist in estate planning, including wills, trusts, and beneficiary designations, to ensure assets are distributed as intended.
Budgeting and Expense Review
Assist in creating a realistic budget for retirement and identify areas where expenses can be reduced.
Why choose Impact Wealth?
Retirement isn’t just about super balances or spreadsheets, it’s about people, stories, and the life you’ve worked so hard to build. At Impact Wealth, we know that no two retirements look the same, which is why we take the time to listen first, understand what matters most, and shape advice that feels personal, not transactional. Our role is to walk beside you, giving you clarity, confidence, and reassurance every step of the way.
Ryan Oliver. Impact Wealth Founder & Principal Adviser.
Ryan Oliver has dedicated his career to helping Australians feel confident about their financial future. With over 20 years’ experience in financial planning, he combines deep knowledge with a calm, approachable style that makes retirement planning feel simple and personal.
In 2013, Ryan established MLC Advice Buderim, and in 2020, his vision evolved into Impact Wealth, a firm built on the belief that retirement planning should feel like someone is there, by your side. His focus has always been on listening first, understanding what matters most, and guiding clients with care and clarity to the retirement they’ve earned.
The best financial adviser on the Sunshine Coast. Gentle, friendly and totally thorough.
Janette
No financial changes either large or small were insurmountable for the team which were processed quickly and efficiently.
