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Retirement Planning

That Feels Right

We’ll help you build a retirement plan that gives you clarity, confidence, and freedom - so you can enjoy life on your terms.

Life-centred financial advice, based in Brisbane and trusted by clients Australia-wide.

Ikigai Wealth provides life-centred financial planning and coaching services across Australia, helping people make confident decisions, simplify complexity, and live in alignment with what truly matters.

Life-Centred Retirement Planning

You’ve spent years building your life, now it’s time to shape what comes next.

We’ll help you bring together your super, savings, and plans into a retirement strategy that gives you clarity, freedom, and peace of mind, so you can focus on living, not worrying.

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Here’s how we turn that philosophy into action, guiding you toward clarity, confidence, and the freedom to make decisions that feel right.

From Clarity to Confidence: How We Help

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Coaching & Discovery

We start with what matters most – what you want life in retirement to look like. Together we shape your goals and priorities so your money supports that vision.

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Financial Advice & Wealth Strategy

We design a clear, personalised plan for your retirement income, super, and investments, so you can move forward with confidence and control.

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Ongoing Support & Accountability

Life in retirement evolves. We keep your plan up to date so your income and lifestyle stay in sync with what’s most important to you.

Our 5-Step Planning J0urney

Each step is designed to make retirement planning simple, transparent, and empowering, with our team guiding you every step of the way.

Diagram showing Ikigai Wealth’s 5-step retirement planning process: Discover, Set Goals, Explore Options, Build Strategy, Stay on Track

Who We Work With

Guiding those ready to shape their next chapter​

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At Ikigai Wealth, we start by listening – to what retirement means for you, what you want life to look like next, and what truly matters most. Then we design a practical strategy that helps you retire with clarity, confidence, and peace of mind.

What You Can Expect

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How We Help

As you plan the next stage of life, we’ll help you see the full picture, so you can step into retirement feeling prepared and confident.

Superannuation strategies

Maximise your super and contributions to support your lifestyle goals.

Tax-smart income​

Turn your savings into reliable, efficient income streams.

Flexible transition options​

Plan a gradual shift that fits your lifestyle.

Investment planning​

Keep your money working with steady growth and stability.

Estate & legacy protection

Ensure what you’ve built supports who and what matters most.

Woven baskets and greenery against a soft neutral wall — representing balance, simplicity, and Ikigai Wealth’s approach to retirement planning.

Have questions about retirement?

Frequently Asked Questions

Ideally, 5–10 years before you want to stop working, but it’s never too late to create clarity.

It really comes down to the lifestyle you want to create. We’ll model different scenarios so you can see what’s possible and what feels right for you.

Not at all. Many clients choose to phase into retirement, keeping part-time income and flexibility.

Real Client Stories​

See how our clients across Australia have created clarity, confidence, and peace of mind in retirement.

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Lynne and David

How they downsized with confidence and ease. 

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Graham’s Journey

How he gained clarity and retired with confidence.

Fatima, 62​

How she regained confidence and independence after a major life change.

What Our Clients Say

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“Devan is an exceptional financial advisor. I have known him for over a decade and in that time he is always been a highly thoughtful, pragmatic and pro-active advisor that always puts his clients needs first. Adept at listening to my evolving priorities as we move through different life stages and helping make informed and sensible long term decisions around financial and wealth management. HIGHLY RECOMMENDED!!!” – Sam, NSW

“All our dealings with Devan and Winston have been very professional. Devan is very thorough and knowledgeable about the advice he is giving. We would definitely recommend having a chat with Devan to see how he can guide you into retirement.” – Gloria, QLD

“Devan’s been an amazing source of advise across the board for us financially. We’ve appreciated all the work he’s done to date and look forward to working together ongoing.” – Nick, VIC 

“I cannot recommend Devan highly enough! As a financial planner, Devan has been a game-changer for me this year. His expertise and dedication have made a significant impact on my financial well-being. Devan came highly recommended by a friend who has been using his services for several years. From the moment I started working with him, I felt comfortable and knew I was in good hands. His availability and willingness to help whenever I have questions or concerns have been unparalleled. Devan genuinely cares about his clients and goes above and beyond to ensure their success.” – Seb, NSW

“Ikigai Wealth helped me to see what my retirement will look like if I just calm down and enjoy life a little now & then look at ways to make small changes to that only as needed and only in ways that with significantly improve the end result without adding undue stress to my life now. It gave me a whole new perspective and space to focus on what’s really important to me. They have helped me to set up some smarter investment strategies & understand my long term financial position but this revelation that I don’t need to work so bloody hard was the biggest unexpected bonus!” – Juliet, NSW