Generate Income

Generating income is the core of creating wealth and perhaps more importantly for you now, the key to a great retirement lifestyle.
With income, you can travel world and have the freedom to make great choices on what to do each day.

“One of the greatest financial opportunities of today, is receiving both tax-free retirement & investment income.”

Roger Perrett - Partner

Tax-Free Retirement Income

Amazingly, there is a government-approved benefit, that after paying taxes all of our lives, we can have a tax fee income.

Our Client Results

Peace of Mind

We provided Vanessa a retirement projection, that demonstrated that she could afford to retire and not run out of money.

Gain Confidence

Mark implemented a strategy to minimise selling investments when share markets go down, to fund regular income.

Create Wealth to Enjoy

Sarah now receives $100,000pa tax-free income from a $1.9M investment.

The Challenge

Limits

It may take years to prepare for this opportunity, because the tax-free benefit is only available with assets within superannuation. There are limits to how much we can contribute so we need a strategy to start early.

Timing

There is often the question about when can I retire, reduce hours, as well as access this tax-free income?

Longevity

Government rules and tax minimisation strategies are continually evolving, making it difficult for individuals to keep up and make informed decisions.

Retirement Income Methodology

Our financial advisors can recommend strategies based on these principles to ensure you have a great retirement lifestyle.

Start Early

To maximise the tax-free opportunity.

Create multiple income sources

To minimise risk.

Allocate surplus income

For the best return. The best use of surplus income may be to reduce debt, reinvest to compound the return, redeploy in other asset classes or contribute to other entities.

Automate the income Strategies

So funds are allocated automatically and regularly, to magnify the returns over time and so you can enjoy life.

Consider having liquid assets

So capital growth can be accessed when the income return is not enough for living expenses.

Minimise selling investments at a loss

(when markets are down), to fund regular income payments.

Have a forecast

So you have the confidence to enjoy retirement, without running out of money.

Peace of Mind

Have peace of mind with complexity removed.

Gain Confidence

Gain confidence with personalised strategies.

Enjoy Life

Create wealth to enjoy.

For A Great Retirement Lifestyle

We Believe

That everyone is entitled to a remarkable retirement, and we place a high value on being good listeners, easily accessible, and making complex financial concepts simple.

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Roger Perrett is recognised as one of the Top 50 Most influential Advisers in Australia by Financial Standard.

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Centrepoint Alliance with 797 approx. advisors and $64Bn under advice.

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Years’ of combined experience, offering tailored and proven financial solutions.

Download Our Retirement Income Methodology

Discover strategies to generate income and achieve a great retirement lifestyle with our comprehensive guide.

What Our Clients Say

Merran, 46 - 55 years, Spencer, NSW

Dean is a really honest and knowledgeable person who always explains all of my options thoroughly and clearly. He is always very approachable, interested in understanding and meeting my needs. I’m very…

grateful and privileged to have Dean as my adviser.

Margaret, Alexandria, NSW, 55+

I have found Roger to be an outstanding financial adviser for my needs. He is extremely knowledgeable, efficient and possesses a calm and approachable personality. Always contactable, open , patient…

and proactive in providing excellent advice when required. He follows up with regular reviews and any query (small or other) is always welcomed by him. Roger has no agenda other than to ensure his clients are comfortable with the strategy and if not he has no issue in working to ensure my risk appetite aligns. He is trustworthy and oozes integrity which is rare in the industry and I would so highly recommend him to anyone.

Joe, 56 - 65 years, Castle Hill, NSW

We have been a client of Deans for some years now. During this time, Dean has always provided honest and reliable advice in relation to our superannuation and future investments. Dean is both knowledgeable…

and understanding with his advise and always tailors his advice to the client. He is always available to clarify any queries we have in relation to his advise. We highly recommend Dean as an adviser.

Phil, 56 - 65 years, Narraweena, NSW

Roger has been advising me on my superannuation and retirement income strategies for over 7 years. He takes the time to get to know his clients and their specific needs and provides excellent service and advice

Lisa, 56 - 65 years, Rose Bay, NSW

My husband and I have been clients of Deans for over 20 years and trust his expert opinion explicitly. He is always upfront and honest with us and puts himself in our position to best advise the most suitable..

investments and financial choices. I can’t recommend Dean highly enough, not only is his knowledge extensive and up to date, he’s also a really nice person!

Vanessa, 56 - 65 years, Balgowlah Heights, NSW

Roger has helped us enormously. He restructured our insurances and helped navigate our investments for retirement. I am not financially savvy and he explains things in a way that I understand…

he has incredible communication skills – especially for me as a visual thinker. He is also very proactive and responsive. Highly recommend

Patricia, 65+ years, Hornsby, NSW

Dean has been my financial adviser for 18 years or more. I cannot speak more highly about his courtesy, integrity, his kindness and honesty and clear communication to me. He assisted me when I left work in…

applying for the age pension and now looks after my pension from my superannuation fund. I can call him at any time, and he immediately returns my calls with the explanation of whatever I am enquiring about. I am very happy with the way he has distributed my superannuation into the current portfolio I have. I would wholeheartedly recommend him to any person who was looking for advice on how to manage their financial portfolio.

Vivienne, 65+ years, Leura, NSW

Roger has been my trusted financial adviser since 2018. Roger is very approachable, patient, and really explains in plain English issues I need fuller understanding of. When it comes…

to my interests, whether that be in the area of taxation, or retirement concerns, Roger gives me piece of mind. I would highly recommend him to anyone seeking a financial adviser.

Mark, 56 - 65 years, Balmain, NSW

My wife and I have been clients of Dean’s for many years now. During this time we have found Dean to be very knowledgeable, professional and a good communicator. He provides clear sound advice in all matters…

relating to our financial security all with first class service. Highly recommended.

Jo, 46 - 55 years, Freshwater, NSW

Roger has been our adviser for approximately 5 years and he has been invaluable in providing advice around our investments to ensure we have retained the right mix of cash flow and capital growth…

He has also guided us through upgrading our home and restructuring our debt and investments, as well as providing clear and easy to understand information about our super and how we will need to plan for retirement. I would thoroughly recommend Roger to anyone seeking financial advice.

Kathleen, 56 - 65 years, Bundanoon, NSW

I would highly recommend Dean Fuchs. I have found him to be very personable and knowledgeable. His experience is broad and extensive having worked in the industry for many years. His ability to communicate…

complex information in a way that makes it easier to understand is a strength. He acts with honesty and integrity at all times. And I always feel with Dean that he truly has my best interests at the forefront of his mind.

Paul, 56 - 65 years, Balgowlah Heights, NSW

Roger has helped us with our financial planning for many years. He always communicates the issues very clearly; he is very patient and goes out of his way to ensure that everything is well understood.

Graydon, 65+ years, Narrabeen, NSW

My involvement with Roger in the Finance Industry goes back over 20 years where I have always found him to operate with integrity and a willingness to fully understand…

a client’s requirements and strategy. He listens and does not force an unwanted strategy or unsuitable investment but is willing to offer alternative opportunities to support a client’s goals.”

Terry, 56 - 65 years, Balmain, NSW

Roger was recommended to us by a friend with 15+ years experience of dealing with him. We have used him to help simplify our retirement needs for the past few years…

In this time, we have found him to be personable, honest and knowledgeable – all the requirements needed in a financial adviser. We can highly recommend.

Carmen, Beverly Hills, NSW, 45+

Roger is professional, patient and genuinely listens and cares for my financial planning needs. He is approachable and delivers clear and easy to understand strategies and recommendations…

I am very grateful of Roger’s expertise and advice, and have full confidence that my investments are in very capable hands.

Bruce, Crows Nest NSW, 65+

Roger has been my adviser for over 5 years. His style is to understand my situation and my aims/desires; then he creates strategies accordingly. Along the way he clearly explains complex issues in a simple way…

In addition he frequently makes very worthwhile suggestions. He responds very quickly and has a wealth of knowledge making him ideal to contact for any financial issues. It’s a pleasure to recommend him.

Create wealth for you to enjoy

Are you ready to take the first step towards financial independence and a rewarding retirement? Allow us to guide you through the complexities of wealth management with clarity and confidence.