Attention, Professionals, Executives And Pre-Retirees!
See How The Ikigai Legacy Method Helps Pre-Retirees Plan
Their Next 30-40
Years Financially
Work less, travel more, support your family
Enjoy now, knowing your future is secure
Plan retirement with confidence, not guesswork
Know Your Number
Retire Confidently
Life-First Design
Protected Wealth
You've Worked Hard To Get Here. Now Comes The Confusing Part.
Over decades, you've accumulated real wealth through discipline and hard work. You've succeeded where most haven't. But now you're facing questions you've never had to answer before: How do I protect this? How do I make it last? How do I leave something meaningful behind? Here's what keeps high-net-worth Australians in your shoes up at night.
Have a plan to ensure your goals are financially achievable.
You've Built Wealth But You're Not Sure It's Protected
You look at your assets scattered across different accounts, advisors, and strategies. Super here, investments there, property somewhere else. Nobody's coordinating. You lie awake wondering: if something happened to me tomorrow, would my family actually be okay? Is my wealth optimised? Am I paying too much tax?
You're Caught
Between Enjoying Now
And Securing Later
You didn't work this hard just to hoard money. You want to spend on the things that matter: helping your kids, travelling, enjoying your life. But every time you think about spending, fear creeps in. What if the market crashes? What if I live to 95? What if I run out? So you don't spend. And you resent it.
Too Many Competing Priorities, No Clear
Plan
Your kids need help with deposits. Your parents might need support. You want to retire in the next 5-10 years. You're thinking about legacy. You want to travel. Every financial decision feels like it conflicts with another goal. You can't prioritise because you don't know the real cost of each one.
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Real Wealth Protected. Real Families Secured.
Learn how successful people like you protect their family's future.
Here's What Happens When You Stop Guessing And Get A Customised Wealth Strategy
You've spent decades building wealth. Now it's time to protect it, optimise it, and make sure it serves your life and your family's future. Here's the transformation.
Face Your Complete Financial Picture
You finally see everything clearly: your assets, your tax position, your gaps, your opportunities. No more avoiding the hard questions or pretending everything is fine. You get honest clarity about where you actually stand and what needs to change.
Model Your Next 30-40 Years
Every realistic scenario is mapped out with real numbers attached. Retire at 58 and travel full-time. Work part-time until 62 while staying engaged. Help your kids with their first home. Support aging parents. Travel internationally. You see exactly what each choice costs and what it delivers, so you can make decisions with confidence.
Decide With Absolute Certainty
No more guessing at the consequences of your financial decisions. You know the precise impact of every choice you're considering, which means you can choose your path based on data and reality instead of fear or emotion driving your decisions.
Protect Everything You've Built
Your assets stop competing with each other and start working together. One coordinated strategy means your super is optimised, your taxes are minimised, your investments are aligned, and your debt is managed strategically. Everything works toward your goals instead of against them.
Stop The Constant Worry
The anxiety that's been keeping you up at night begins to fade. You're no longer losing sleep wondering if you've made terrible money choices or if you're actually on track. You know exactly where you stand and what's coming next, so you can actually relax.
Your Plan Adapts As Life Changes
Markets shift. Your circumstances change unexpectedly. Your plan evolves with you because it's not a static document gathering dust in a drawer. Your wealth management stays current and relevant to your actual life, adjusting as you need it to.
Achieve What You Thought Wasn't Possible
Early retirement, helping your family, leaving a legacy, living comfortably through your later years. It all becomes real and achievable. The difference is that your plan is built on a solid, tested strategy grounded in reality, not wishful thinking or hope.
Leave A Legacy That Lasts
Your wealth is structured specifically to protect your family after you're gone. Your values live on through your assets. Your loved ones are genuinely secure and provided for. That's what real financial freedom actually means at this stage of your life.
See how to structure your wealth to live out your ideal scenario.
How Ikigai Protects Your Wealth
You didn't build success by following generic advice. An Ikigai wealth plan is different because it's built around your specific situation.
See how to structure your wealth to live out your ideal scenario.
This Is For You If...
You've Accumulated Assets, But Aren’t Sure How To Protect Them
You've accumulated significant assets over decades. But now you're wondering… is it all really protected? Am I paying too much tax? If something happened to me, would my family be okay? The money is there. The confidence isn't.
You're Ready To Stop Working,
But Afraid To Let Go
You could retire tomorrow if you wanted to. But every time you think about stepping back, fear creeps in. What if I run out of money? What if the markets crash? What if I need more than I think? So you keep working, even though you don't have to.
You Dream Of Travel And Freedom But Wonder If It's Actually Possible
That trip to Europe. Extended time with family. Working less or retiring early to enjoy your later years. You want it all, but you're not sure if your wealth can actually support that lifestyle without jeopardising your security.
Your Financial Situation Is Too Complex For Generic Solutions
Business income. Investment properties. Shares. Superannuation. A one-size-fits-all approach won't work for your life. What you need is a strategy built specifically around your complexity.
You're Building Wealth But Not Building Security
You've done well financially, but you don't feel truly secure. Your money is spread across different places with no integrated strategy. You wonder: is this actually protecting my family? Am I missing something critical?
You Want Your Legacy Protected For Your Family
You want to help your kids and grandkids with deposits and leave something meaningful behind, but you're not sure it's all structured correctly. You want certainty that your family will actually be taken care of.
At least now you can make decisions with full clarity.
How It Works
STEP 1
The Reality Check
We map your complete financial picture, examining every asset, liability, tax inefficiency, and opportunity you might have missed. Most clients are shocked at what we uncover because nobody's ever looked holistically at their full situation before. You'll see exactly what you have, what you owe, and what's at risk.
STEP 2
The Design
We model multiple retirement scenarios tailored to your life. Retire at 60 and travel? Work part-time until 65? Help your kids with deposits? Support aging parents? Each option gets a 10 to 15 year projection so you understand the real cost and impact of every choice.
STEP 3
The Execution
We implement your strategy with precision, ensuring everything coordinates seamlessly. Your super is optimised. Your investments are aligned. Your assets are protected. Your family's future is secured. Your plan is live and working immediately.
If not for you, then for them. Protect your family's future.
What You Will Walk Away With After This Call
Here's exactly what happens in your strategy session. And why 96% of our clients stay with us year after year.
Face Your Complete Financial Picture
We dig into everything. Your income, assets, liabilities, tax inefficiencies, missed opportunities. Most clients are shocked at what we find in the first 90 minutes because nobody's ever looked at the full picture before. You'll see your complete financial landscape clearly and honestly, with no surprises hiding later.
You’re a strategy call away from having your future planned out.
Your Custom Strategy Document
You don't get generic advice. You get a custom strategy document built specifically for your situation, your goals, and your values. It covers everything: income optimisation, tax strategy, investment allocation, debt restructuring, and superannuation optimisation. One document. One integrated plan. Not five different advisors pulling in five different directions.
Get a complete, customised financial blueprint from us.
Model Your Ideal Future
We present 3 to 5 different futures for your life. Retire at 60 and travel. Work part-time until 65. Help your kids or grandkids. Support aging parents. Each scenario shows you exactly what it costs, what it delivers, and what happens to your wealth across your planning horizon. You see the real trade-offs and choose based on clarity, not guessing.
Choose the future you want. We'll help make it happen.
Your Personal Wealth Roadmap
After the reality check and scenario modelling, you get your roadmap. The exact steps to take. The timeline. The priorities. What matters now, what matters in 5 years, what matters in 15 years. You'll know exactly what to do and when to do it. No more guessing. No more paralysis.
If not for you, then for them. Protect your family's future.
A WORD FROM DEVAN
Dear Pre-retiree,
You've spent decades building real wealth through discipline, smart decisions, and relentless work. You've earned success the right way.
But somewhere along the journey, the money you worked so hard to accumulate stopped feeling like freedom and started feeling like a responsibility you're not sure how to manage.
You're asking yourself questions you never thought you'd have to ask: Am I protecting this properly? Is my family actually secure? Am I paying too much in tax? What happens if I step back from work? Can I really afford to retire?
Most financial advisors won't give you straight answers to those questions. They'll push products that benefit them. They'll give you generic advice that doesn't fit your situation.
In short, they'll leave you more confused and frustrated than when you started.
I built Ikigai Wealth differently because I believe you deserve better.
We don't treat your wealth like it exists in isolation. Instead, we look at your whole life. Every decision we make together is built around one core question: how do we protect what you've built, make it work harder for you, and ensure your family is genuinely secure?
Over the last 20 years, I've worked with hundreds of dedicated Australians just like you. The ones who've achieved real peace of mind didn't do anything extraordinary.
They all made one critical decision.
They stopped guessing about their financial future and started seeing it clearly. They modeled their actual options. They made deliberate choices based on data, not fear. And they took action.
You can do the same thing.
A retirement program is all it takes to see what's genuinely possible for your wealth, your retirement, and your family's future. No pressure. No sales pitch. Just honest conversation and real clarity.
The real question isn't whether you can afford the life you want. It's whether you're ready to know for certain that your family is protected and your future is secure.
Let's talk.
Devan King
Founder, Ikigai Wealth
See how to structure your wealth to live out your ideal scenario.
Traditional Advisors vs Ikigai Wealth
Here's why thousands of hardworking Australians are making the switch.
Traditional Advisors
Sell you products that benefit them.
Use a generic template for everyone.
React only when problems emerge.
Focus on making the numbers bigger.
Hide fees inside products you don't fully understand.
Solve problems after they happen.
Push insurance and investment products.
Leave you with a document you'll never look at again.
Use complicated jargon to justify their fees.
Push retirement at 65 regardless of your situation.
Keep you juggling multiple advisors with no coordination.
Leave you vulnerable to running out of money in retirement.
Builds a strategy that benefits your family.
Customises a plan around your specific situation.
Anticipates changes and evolve your strategy proactively.
Focuses on making your life work better.
Charges one transparent fee with complete clarity.
Prevents problems before they occur.
Builds genuine wealth protection and growth.
Works with you as an ongoing partner.
Explains everything in language you actually understand.
Maps out your retirement based on your timeline.
Coordinates your entire financial life seamlessly.
Structures your wealth so you never worry about that again.
Discover how coordinated wealth management protects your family for life.
ARE YOU DONE…
Building Wealth, But Still Losing Sleep?
You've hit your financial targets. You've accumulated real assets. Yet you're still up at night wondering if it's enough. Is it protected? Am I on track for retirement? Did I miss something? That constant anxiety won't disappear until you see your complete financial picture clearly and understand exactly where you stand.
Being Ready To Step Back, But Terrified To Let Go?
You've worked hard your entire life and you could retire tomorrow if you wanted to. But the thought of actually stopping work fills you with dread. What if I run out of money? What if markets crash? What if I live longer than expected? You shouldn't have to choose between retiring now and staying in a job you've outgrown. You can have both security and freedom.
Dealing With Advisors Not Seeing Your Whole Picture?
Your accountant handles tax. Your financial planner handles investments. Your mortgage broker handles debt. Each one operates independently, pushing their own products and solutions. Nobody coordinates. Nobody looks at your complete situation. The result is conflicting advice, missed opportunities, and strategies that work against each other instead of for you.
Being Uncertain What You Can Actually Afford In Retirement?
Retire at 60. Help your kids with deposits. Support aging parents. Travel. Leave a legacy. You want to do it all, but you're paralysed because you don't know the real cost of each option. Stop guessing at your retirement numbers and start knowing exactly what's actually possible for your specific situation.
Discover your exact retirement numbers and the concrete steps to get there.
FAQs
What happens in the first strategy meeting?
Our first meeting is all about getting to know you. We’ll talk about where you are today, what you’re working towards, and any opportunities or challenges you’re thinking about. It’s a chance for us to understand your goals and for you to decide whether we’re the right fit for your journey.
How much do I need before working with Ikigai?
We typically work with professionals, executives, business owners and pre-retirees who have around $750,000 or more in investable assets, whether held inside superannuation, investments or other structures. If you’re unsure whether we’re the right fit, we’d be happy to have a conversation.
Do I need to move my investments?
Not at all. Our first priority is understanding your current position before making any recommendations. If your existing strategy is working well, we’ll tell you. If we believe there are opportunities to improve it, we’ll explain why and guide you through your options.
Can you work alongside my accountant?
Absolutely. We regularly collaborate with accountants, lawyers, mortgage brokers and other trusted professionals. If you already have advisers you value, we’ll work alongside them to ensure your financial strategy is aligned. If you don’t, we’re happy to introduce you to experienced professionals from our trusted network.
How do I know if we're the right fit?
The best way to find out is by having a conversation. If you’re looking for personalised wealth advice, value a long-term relationship, and want a strategy that’s built around your goals rather than a one-size-fits-all approach, there’s a good chance we’ll be a great fit. Our first meeting is an opportunity for both of us to see whether we’re the right partnership for the future.
Get your questions answered and discover your exact retirement numbers.
Stop Waiting. Your Wealth Gets Protected With One Program.
You've seen what's possible. Now take action. A retirement program to map out exactly how to protect your wealth, secure your family's future, and give you the certainty you deserve. Limited discovery calls available each month, and they fill quickly.
One call is all it takes to know your family and future is genuinely secure.
Fortitude Valley, Brisbane, Queensland Australia
AFSL Representative of Synchron Advice Pty Ltd AFSL License: 243313
This website is published by Devan King and Ikigai Private Wealth Pty Ltd. Devan King AR number 1247898 and Ikigai Private Wealth Pty Ltd are authorised representative of Synchron Advice Pty Ltd, AFSL 243313.
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