Our Services / Retirement Planning
An elderly man with a walking cane being upset

Are you afraid of being in the same situation when you retire?

Knowing the answers to these questions can help you implement the correct retirement strategies so you can enjoy a secure financial future. With increasing life expectancy and superannuation returns not always meeting expectations in recent years, having the right retirement strategy in place is crucial for getting the lifestyle you want.

SPEAK TO OUR TEAM
A smiling elderly couple

VSMA helps you defy the odds.

It is possible to retire comfortably while continuing to live your best life, but it takes planning and commitment. VSMA gives you the tools and knowledge to stack the odds in your favour and secure a brighter financial future for you and your family.

What we offer

Transition to
retirement strategy
Retirement Income
Advice
Superannuation
Access
Passive Income

Your Next Steps

Let’s get you back in control of your finances. Schedule a call with one of our friendly team members and we'll be in touch to discuss the right course of action for you.
Book a free consultation
In order to know where we’re going, we need to know where we came from. Together, we’ll take the time to understand your personal situation in its entirety.
We deep dive into your financial goals, aspirations and obstacles.
We connect you with a recommended associate who works on developing a personalised action plan to hit your targets.
Every 6 months, we check in with you to assess your standing, and further optimise your financial roadmap.
Book a free consultation

Testimonials

VSMA have been a lifesaver for myself and my husband Ben. A few years ago we connected with Sam and the team. They instantly made us feel so welcome and understood our financial situation. Sam is such a warm hearted human, with so much knowledge. He connected us with organisations that assisted us with our taxation, superannuation & brokers. Five years on, we now have our own home and two investment properties. We could never have done this without VSMA, Sam and his amazing team. Thank you so much 🌟
kim gardner
We have been with VSMA for around 5 years now and are extremely impressed with their professionalism, care and attention to detail. They continually ‘check in’ with us and ensure we have the best interest rates and are happy with everything. I cannot recommend them highly enough. But most importantly, they are really nice people.
Karen Brooks
We couldn't recommend VSMA enough. Sam and the team have been exceptional every step of the way during our investment journey.
Sven Edquist
VSMA gave really good advice and were able to back it up with data. I’d highly recommend the team to anyone trying to get somewhere in this crazy world.
Matthew S
Both my partner and I were new to the investment property market and VSMA assisted us greatly in purchasing our investment property. The attention to detail and friendly customer service made the whole process effortless and we felt extremely supported. We would highly recommend having a chat with the VSMA team.
Sarah Calafiore
VSMA have been absolutely brilliant. Great customer service and proactive communication which is exactly what you want from folks helping you with financials. The team is dedicated and always willing to help answer all questions.
Vajira Suriya Hena
VSMA have been fantastic for us. They are very knowledgeable and thorough. They are also very friendly and helpful. We recommend them to all our friends and family.
Lumpy 14
The team at VSMA walked us through all our investment options, without putting any pressure for us to take up any of the options. Harmony at VSMA has been with us every step through the process. Any questions we have are answered quickly. Very happy with the service we received. Happy to recommend the friendly team at VSMA.
Michelle shaw
The team at VSMA led by Sam were and continue to be amazing. Their network, market intelligence, financial advice made our experience of purchasing property stress free. My only regret is not meeting the team earlier, highly recommend.
Jani Suric
We are very happy we worked with VSMA to get our first investment property. The process was made easy through VSMA’s connections with all the essential people. Their guidance has given us confidence to continue expanding our property portfolio.
Emma Joyce

Ready to secure your retirement?

Ready to get on top of your finances? Fill out the form and let’s build a brighter future for you and your family.

'Til Debt Do Us Part
Level 8/10 Queens Road
Melbourne VIC 3004
1300 00 VSMA
Online

9am-5pm (Monday to Friday)
Contact Form
We will contact you within 1 business day

Other Services

Tax Minimisation

At VSMA, we have a specialised network of referral partners, who are Registered Tax Agents, who can assist you in understanding all your tax benefits and help you know your numbers in order to claim all the benefits you’re actually entitled to.

Finance

No time to keep up to date with ever-changing loan markets? From refinancing to debt and mortgage reduction, VSMA has you covered on all fronts.

Lending

Securing the best home loan for your needs allows you to pay off your debt faster and helps in establishing a solid foundation for your future.

Money Management

Are you frustrated about not being able to save or worn out by the stress of week-to-week living? Mortgage, rent, groceries, petrol, car payment, medical bills, credit cards, utilities, school fees…we’re sure you can think of more!

Investment Strategy

Keeping up to date with investments can be time consuming and overwhelming. Our team of property specialists and portfolio managers help you identify opportunities that build you wealth while you sleep.

Financial Planning

VSMA have access to a team of experienced financial professionals that are committed to providing everyday Australians with the level of attention and service required to effectively manage your finance process.

1300 00 VSMA
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