A happy retired couple in their 50s walking hand-in-hand along the Noosa National Park boardwalk at sunrise on the Sunshine Coast. They are looking out over the calm ocean horizon, framed by coastal Pandanus trees in warm, golden morning light. Retirement Planning Sunshine Coast.

Step confidently into a brighter retirement

Retirement Planning Sunshine Coast

At Sunlit Path, we pave the way for the carefree retirement you deserve.

We navigate the complex financial terrain, so you can focus on living life to the full.

But we don’t stop there. We look beyond the next bend to illuminate an even brighter future for you and your loved ones.

Download the free Retirement-Ready Checklist

No matter where you are in your retirement journey, we'll be your guiding light

A professional photograph of a couple in their late 40s to early 50s, viewed from behind, standing hand-in-hand on a pristine Sunshine Coast beach dune. They are looking toward the calm Mooloolaba ocean and distant headland under a clean, vast golden hour sky, with a contiguous, uncluttered sandy dune foreground. They wear a light blue linen shirt and a coral patterned blouse.

Planning to retire

You work hard. Let’s make sure you’re on track for the finish line.

Learn more about pre-retirement
A mature couple stands on a high hinterland lookout at sunset, looking out over the Glass House Mountains. They look relaxed and peaceful, symbolising the "summit" of their retirement journey.

In retirement

You’ve reached the summit. We’ll help you breathe easy and enjoy the view.

Learn more about retirement
A close-up, film-style photograph of weathered hands gently cupping a steaming mug of tea on a rustic timber table, set against a blurred coastal garden at dawn.

Navigating change

We’ll help you find your feet when your path takes an unexpected turn.

Learn more about life's changes
An elderly Asian couple walks along a sun-dappled stone garden path, supported by their adult daughter. The daughter gently holds her mother's arm, and the father walks beside them, creating a scene of family support and care.

Entering aged care

When the trail becomes steep, let us walk the next few steps with you.

Learn more about aged care

The Sunlit Path difference

We do retirement planning differently. Here’s what sets us apart from the rest:

  • Personal attention: We strictly cap our clients so you get the personal attention you deserve. That means direct contact with your adviser and advice tailored to you – true boutique, high-touch service that feels like catching up with an old friend.
  • Best interest promise: We always act in our client’s best interest. No sales pressure, no shonky investments, no kickbacks in our pocket – just advice you can trust.
  • Money-back guarantee: We’re so confident that we can offer value and make a real difference that we’ll refund your Initial Advice Fee in the first 30 days if you’re not completely satisfied.
  • Holistic view of retirement: With over 15 years of experience, we know what makes retirees happy. While finances are our key focus, our Path to Prosperity approach supports our clients to look beyond the numbers to design a fulfilling life after work.
  • Social connection: Retirement is about enjoying life to the full. That’s why we host optional events like casual walks by the beach and morning teas. They’re a fun way to chat with your adviser and other like-minded people in a relaxed environment.
What is the Path to Prosperity approach?

Reviews about Simon Pederson

Simon Pederson is the founder and lead retirement strategist of Sunlit Path Retirement Partners. Simon is a Platinum-rated advisor, putting him in the top 2% of financial advisers in Australia.

★★★★★ AdviserRatings

Verified 4.92-Star Rating for Simon Pederson

Got questions? We've got answers.

At Sunlit Path, we’re passionate about partnering with ‘Everyday Achievers’ – everyday people who, through decades of hard work, are successful, humble and authentic.

We help those who want a genuine 20-year partnership, not a 20-minute transaction. And like any solid partnership, we want it to be built on trust, shared goals and transparent communication. That’s why we offer a complimentary ‘Fit Check’ to ensure we’re a good match and can offer you valuable advice for your next phase of life.

If you’re looking for a boutique advocate who understands that a fulfilling retirement is more than just financials, you are in the right place. 

Book your free initial call now