Think of retirement planning as ‘lifestyle by design’. Our philosophy is to provide retirement advice that's tuned to your particular needs. When you plan for your retirement you need an integrated plan that couples together highly specialised advice from a range of disciplines like tax, estate and financial planning.

In the past this has meant going to each professional individually and piecing together the advice you receive from each. The challenge with this is that is the investment advice can impact on your estate planning, and just as often the estate planning advice could impact on the investment advice. You can see how circular this could become and we haven't even talked about taxation advice yet.



Imagine how much better it would be to have all these professionals in the one place, where you supplied the one lot of information and they all worked together to give you an integrated solution tailored just for you. Just like a professional "medical centre" where X-rays, dietician, doctors and physiotherapists are all located under one roof - that's what we're building at ActonFinancialPlanning.

We understand there will be times when it's in your best interests for our professionals to work 'solo', or perhaps in consultation with an existing adviser you may have. Our goal is to provide you with the best quality advice by leveraging the strengths of all your advisers.

At ActonFinancialPlanning we pride ourselves on the fact that our practice works seamlessly together with other professionals, including accountants and estate planning professionals, to maximise your retirement future.



Ensuring that your money is working for you is important at every stage of life. It becomes crucial when you retire, as you need that money to support you through retirement. We all value our independence and investing your money carefully can help you maintain a firm financial footing that gives you choices as you age.

A sound retirement plan can help you:

  • Prepare for your retirement;
  • Select the most appropriate superannuation;
  • Ensure you obtain the maximum tax and social security benefits;
  • Secure your assets;
  • Utilise tax-efficient strategies to transfer your wealth; and
  • Plan your estate so your loved ones are taken care of.

Contact us to help you plan and enjoy the next stage of life.


“We've worked with Lynette for quite a few years now. We gave her responsibility to look after our superannuation. What stands out about Lynette is her honesty, integrity and her passion for her work. When meeting with her, she has the ability to make you feel like you're her only client. She's a lovely person and we trust her with our hard earned finances and setting us up for retirement.

She's a wise investment, couldn't ask for anyone better. We would definitely recommend her”. 

- John Gillard


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