Retirement & Estate Planning

Estate & Retirement Planning in Dubbo

Personalised Retirement & Estate Planning

Retirement and estate planning are crucial aspects of safeguarding your financial future and ensuring a legacy for your loved ones. Henderson McColl & Co. Accountants & Business Advisers understands that every individual's financial situation, goals and objectives are unique. We offer personalised retirement and estate planning strategies, tailored to suit your specific requirements.


Our accountants are based in Dubbo but also operate in Bourke, Coonamble and surrounds. We can analyse your financial situation to gain a deeper understanding of your financial life. From this, we can develop a customised plan designed to achieve your retirement and estate planning goals. 


Our team of accountants and business advisers are dedicated to helping you maximise your wealth preservation and transfer so you can enjoy increased financial security in retirement and have peace of mind knowing your retirement and estate plans are in place. To find out more or arrange an appointment, call 1300 364 539.

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Flexibility & Ongoing Support

Henderson McColl & Co Accountants & Business Advisers offers personalised strategies designed to help you plan for the future and achieve your financial goals. These can include: 


  • Analysis of your current financial situation
  • Identification of financial goals & objectives
  • Tailored plans & advice designed to help you achieve your financial goals
  • Establishment & administration of a Self-Managed Superannuation Fund 
  • Ongoing monitoring & adjustments to your financial plan as required 


We don't believe in a one-size-fits-all approach. Instead, we are focused on ensuring your financial plan is as unique as you are, centred around achieving your short- and long-term goals. As your life circumstances change, we offer ongoing monitoring and adjustments to your financial plan as needed, ensuring your plans remain aligned with your evolving needs and objectives.


Contact Henderson McColl & Co Accountants & Business Advisers today to discuss your retirement and estate plans.

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Frequently Asked Questions

  • What is retirement planning?

    Retirement planning is the process of preparing for an individual’s financial future during their working life and after they have retired. It involves taking a comprehensive look at the individual’s assets, income, expenses, investments, tax liabilities, insurance policies and more to help ensure their financial goals are achieved. Retirement planning can help individuals to identify areas of potential cost savings or revenue growth, improve cash flow management, reduce tax liabilities, and ensure security for family members in the event of death or disability. Additionally, it can help individuals to make more informed decisions about their finances and provide peace of mind that they have taken the steps necessary to achieve financial stability both during working life and in retirement.

  • What is estate planning?

    Estate planning is the process of preparing for an individual’s financial future after their death. It involves taking a comprehensive look at the individual’s assets, liabilities, expenses, investments and more to ensure their wishes are carried out and that any inheritance or other assets are distributed according to the individual's wishes.

  • How can an adviser help with retirement and estate planning?

    An adviser can provide valuable advice and assistance when it comes to crafting a sound retirement and estate plan. They can recommend investments and strategies that are tailored to your individual needs and goals, as well as provide insight into the tax and legal implications of various options. An advisor can also help you stay on track with your plan by monitoring progress and making adjustments when needed. 

  • What are some considerations for retirement planning?

    To begin retirement planning, it is important to assess your current financial situation and determine your goals for the future. This will involve looking at your income, expenses, assets, liabilities, insurance policies and other investments. You will also need to consider factors such as the length of time you plan on working until retirement age, any potential health care costs you may incur in later life and what level of income you would like to maintain during retirement.

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