Planning for retirement should give you confidence, not confusion.
We believe every person's path to retirement is unique, which is why we don't offer one-size-fits-all solutions. Instead, we take the time to understand your goals, your concerns, and your dreams for the future. Then we create a personalised plan that brings clarity to the complex and turns your retirement vision into an achievable reality. Here's how we help you navigate each step of your journey with confidence. Keep reading, or:
Retirement Planning & Superannuation
Planning for retirement doesn't have to be overwhelming. We help you understand when you can retire, how much you'll need, and how to make the most of your superannuation. We'll also guide you through the Age Pension process to ensure you receive all the benefits you're entitled to.
- Retirement Planning
- Pension structuring
- Downsizing
- Superannuation pensions
- Income tax minimisation
- Estate tax
- Tax Planning
- Salary sacrifice
Investments & Wealth Creation
We make investing simple and help you get the most from your super. Whether it's managing your investments or setting up an SMSF, we're here to guide you.
- Portfolio Construction & Investment Advice
- Self-Managed Superannuation (SMSF)
- Borrowing for Wealth Creation
- ETFs, Direct Shares, Property
- Rentvesting
Insurance & Protection
Nobody likes thinking about the 'what ifs', but we help make sure your family is looked after and your retirement plans stay on track, whatever happens.
- Life Insurance
- Total & Permanent Disability Insurance
- Income Protection
- Trauma Insurance
- Key Man Cover for Business Owners
Wealth Transfer & Family Office Services
Passing wealth to the next generation involves much more than just good investments. We help families create clear plans that protect what you've built, prepare your children for their responsibilities, and coordinate all the moving pieces so nothing falls through the cracks.
- Intergenerational Wealth Transfer
- Direct Asset Management
- Management of Other Trusted Consultants and Advisers
Case Studies
Real Stories, Real Results
Comfort
"We were worried that we would never be able to retire comfortably, and with David's guidance, we restructured our super and created a clear 10-year plan. Now we're on track to retire at 62 instead of 70. What we value most is knowing we have someone we can trust to navigate the complex decisions ahead..."
Genuine Care
"We've been with Damion for eight years and what sets him apart is how he explains everything in plain English. When the super rules changed last year, he called us personally to discuss how it affected our strategy. We recommend TAP because they genuinely care about your long-term success, not just selling products..."
Ready to Start Your Journey?
We'd love to hear about your retirement goals and show you how we can help you get there. Your first conversation with us is always obligation-free.