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Lifestyle Focused Retirement Planning

Retirement Planning & Advice

Whether retirement is a couple of years away or 20 years away, the sooner you start planning for it, the more likely it is that you will have the retirement of your dreams.

It’s hard to know where to start, but we can help clear things up. At Aurora Wealth, we want to help you reap the benefits of a life well lived and a job well done. Our goal is always to get you wins and to celebrate those wins with you along the way. We want to see you enjoy your retirement – after all, you’ve earned it!

At Aurora Wealth, we specialise in retirement planning and advice. We have the knowledge and experience to help you take charge of your superannuation, life insurance, estate planning and more.

Aurora Wealth - Retirement Planning and Advice
Personal Financial Planning

Getting on top of your finances may seem like an overwhelming process if you don’t know where to start. You’ve no doubt received plenty of unsolicited advice from friends, family and colleagues about how to make the most of your bank accounts, where you should be investing your money and how to finally get that home deposit sorted.

Working with an experienced financial planner can help you cut out the noise and narrow in on the tactics that will work best for you. When you work with Aurora Wealth, we can help you with everything from taxation to budgeting, debt reduction, investing, and coming up with your own tailored financial plan.

Aurora Wealth - Personal Financial Planning
ABOUT US

At Aurora Wealth, we believe you deserve happiness and fulfillment. People often underestimate their true potential and settle for less. We take a deep dive into your goals and aspirations, to uncover why you do what you do. While we’re not going to be your life coach, we will be there to help you keep your finances in order. With that part of your life sorted, you will be free to focus on what and who makes you happy. Don’t worry if you haven’t got it all figured out yet – no one does! Life changes, priorities change, and so can your financial plan.

We are based in the heart of Narre Warren near Fountain Gate, and service the entire Casey area with face-to-face meetings at either our modern office or your home. If you aren’t local, do not worry. We are ready and able to meet via platforms such as Zoom or Skype and are happy to help people Australia-wide.

Aurora Wealth - Retirement Planning | Retirement Financial Advice
WHAT OUR CLIENTS HAVE TO SAY
WHAT SETS US APART FROM OTHER RETIREMENT PLANNERS?
Aurora Wealth - What Sets Us Apart from other Retirement Planners
  • Relaxed and easy to understand
  • Lifestyle focused – how can we create your dream retirement?
  • Quality – outcome based Financial Advice
  • Trusted Advisor – Long-term loyal clients
  • Managed the boring bits for you
  • Jargon free advice
  • More interested in helping you than in selling financial products
MEET MICHEAL ANDERSON

Who are you?
I am a happily married father of 3 amazing children. I grew up in country Victoria, and moved to Melbourne 20 years ago to attend university.

What do you enjoy doing?
I love to be outdoors and stay active. I love to go camping with family and friends. I love to stay involved with my kids sports and have really enjoyed coaching my sons football team.

What’s a personal goal of your own?
I would love to take my family to the US. Whilst there I would love to take the kids to Disneyland and watch a game of NFL and my team the Green Bay Packers.

What’s your background in finance?
I have worked in the finance industry for over 13 years, with more than 10 years as a financial advisor. I have achieved the designation of Certified Financial Planner and am a registered member of the Financial Planning Association of Australia.

Micheal Anderson - Aurora Wealth Financial Planner - Authorised Representatives of Synchron

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