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Insurance Advisory Service
  • Home
  • Our services
    • How we work
    • Personal Advice
      • Estate Planning
      • Financial Planning
      • Health and Wellness
      • Home and Contents Insurance
      • Income Protection Insurance
      • Investments
      • Landlord Insurance
      • Life Insurance
      • Motor Insurance
      • Retirement Planning
      • Self Managed Super Funds (SMSF)
      • Total and Permanent Disability insurance
      • Trauma Insurance
      • Wealth Accumulation
    • Business Advice
      • Business Expenses
      • Business Interruption
      • Business Package
      • Business Property
      • Buy Sell Agreements
      • Commercial Vehicle
      • Cyber Protection
      • Group Income Protection
      • Key Person
      • Management Liability
      • Marine Transit
      • Professional Indemnity
      • Public Liability
  • Your Journey
    • Starting Out
    • Growth and Discovery
    • Planning and Consolidation
    • Retire with Purpose
  • Resources
    • Videos
    • News and Views
    • E-Books
    • Case Studies
      • Trauma Insurance Case Study
      • Business Property Insurance Case Study
      • Business Interruption Case Study
      • Superannuation Case Study
      • Workers' Compensation and Income Protection Case Study
      • Contract Review Case Study
      • Business Property Insurance Case Study II
    • EOFY
  • About IAS
    • The IAS approach
    • Philosophies
      • Investment Philosophy
      • Personal Insurance Philosophy
      • Fee Philosophy
      • Business Insurance Philosophy
      • Strengths Philosophy
      • Values
    • Our People
    • The IAS CVP
    • Testimonials
    • Affiliates
    • Frequently Asked Questions
    • Compliance
  • Contact
(02) 8268 2900

Retire with Purpose

  • Schedule time with us
  • Download our Retire with Purpose PDF

Making the most of what you've built

You’re likely already retired or working less than you used to. You may be drawing an income from your super, managing your investments, or thinking about aged care, travel, or legacy planning.

Or you may have retired unexpectedly or changed your work pattern due to health, caring duties, or personal loss. Whatever your story, this stage is about simplicity, comfort and confidence.

Common goals at this stage include:
  • Ensure income is sustainable and well managed
  • Review investment strategy and reduce risk
  • Plan for health and aged care needs
  • Review estate and legacy plans
  • Support adult children or grandchildren
  • Maintain independence and lifestyle
Retire with Purpose: Complex advice strategies
  • Retirement income stream planning including annuities
  • Advanced contribution strategies
  • Retirement phase pension tax rules
  • Transfer balance cap management
  • Transition to Retirement strategies
  • Asset reallocation and risk review

Services for you

Estate Planning

No matter what your net worth, to ensure your family and financial goals are met after you die, it is essential that you have an Estate Plan in place.

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Financial Planning

No matter what your net worth, to ensure your family and financial goals are met after you die, it is essential that you have an Estate Plan in place.

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Health and Wellness

Empower your path to wellbeing with health insurance that goes beyond coverage, offering proactive wellness programs designed to keep you healthy.

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Home and Contents Insurance

If your home and contents were destroyed would you be able to afford to replace everything yourself? If not, you should consider Home Contents Insurance as a critical safeguard.

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Buy Sell Agreements

Whether you decide to sell or retire, it’s inevitable that one day you will leave your business. But what happens if you or another shareholder die or leave unexpectedly?

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Case-Studies for you

Trauma Insurance Case Study

No matter what policies you have, it pays to review them regularly. What appears unimportant today could be essential tomorrow.

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Business Property Insurance Case Study

Obtain property values from a reputable source regularly and ensure that you review your policies each year in detail.

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Business Interruption Case Study

An insurance policy may be worthless if it hasn’t been specifically tailored to your needs.

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Superannuation Case Study

We don’t set and forget. Things change, and so does our view on where the best investment opportunities are.

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Articles for you

Educating investors: Building the foundations for long-term generational wealth

Investing can feel intimidating for many people, particularly those just starting out. Markets fluctuate, headlines create fear, and misinformation is everywhere. Yet at its core, successful investing …

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Retirement isn’t an age — it’s a financial position

For decades, retirement has been framed as a milestone tied to age. Sixty-seven has become a default finish line — the point at which work stops and “retirement” begins. But this traditional view no l …

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Your dream trip: The globe lands on… Portugal!

Here’s a fun “spin-the-globe” travel suggestion—written as if fate itself chose your next dream adventure:Imagine giving the globe a good spin, closing your eyes, and stopping it with your finger. Whe …

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Helping an older loved one feel ready for aged care

Here are five practical, compassionate tips to help an older person move to aged care or a retirement home—and, just as importantly, to help them feel on side and able to speak positively about this n …

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Financial security: four key strategies to safeguard your financial future

Financial stability doesn’t usually come by chance; it requires preparation and strategy. Most of us depend on a steady paycheck, but few consider what would happen if it disappeared suddenly.Protecti …

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What to do if you’re being sued or asked to pay damages

Facing legal action, whether it comes as a lawsuit or a demand to pay damages, can be incredibly stressful. It may trigger feelings of fear, confusion, anger, or embarrassment, especially if the claim …

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Life and Money Lessons from 2025

As the year winds down and the festive season approaches, I find myself looking back on 2025, a year of change, connection, challenge and clarity.At IAS, we speak often about life cycles – the stages …

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Appreciating our partnerships: Thank you for being part of our year

As the year draws to a close, we want to extend our sincere appreciation to you – our valued clients.The festive season is a wonderful time to reflect on the relationships and partnerships that have s …

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Videos for you

What type of planner are you?

What type of planner are you?

Jo from Insurance Advisory Service talks about the joys of planning and asks: what type of planner are you?

Changes and Growth

Changes and Growth

Jo from Insurance Advisory Service talks about the changes and growth that occur in our lives and asks: where are you within your growth path?

Getting help from specialists

Getting help from specialists

Have you had an experience working with specialists that's really helped? Jo from Insurance Advisory Service talks about this after needing to get support in her life from specialists and realising just how invaluable that assistance was.

The value of outsourcing

The value of outsourcing

There are so many ways that outsourcing can help in our busy lives. How do you get the help you need?

Downloads for you

Testimonials for you

We have nothing but positive and helpful experiences with Insurance Advisory Services. Be it organising changes to our policies or going throught the claim process. Very happy that they are looking af …

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Teresa from IAS took the time to visit our place of business to review our insurance needs and advise accordingly. She worked hard to source the most cost-effective policies for us. I highly recommend …

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Insurance Advisory Service has looked my affairs both business and my personal matters for the past 35 years. I find their service professional, good value and informative. I would recommend their ser …

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ABOUT US

Founded and operated by the Brassett family since 1973, Insurance Advisory Service (IAS) is a women-led advisory service specialising in bespoke financial and insurance solutions.

At IAS, our mission transcends numbers – it’s about helping you achieve your goals and protect your legacy. Our clients are businesses, families and individuals – all with their own unique goals and aspirations; we tailor our strategies and holistic advice accordingly. Together, we help you navigate the path to financial well-being and peace of mind.

AFSL Name: Insurance Advisory Service (NSW) Pty Ltd
AFSL Number: 234624

CONTACT US

Street Address
Level 2, 273 Alfred Street
North Sydney, NSW 2060
Postal address
PO Box 1073
North Sydney, NSW 2059
Call: (02) 8268 2900

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