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.
You work hard. Let’s make sure you’re on track for the finish line.
You’ve reached the summit. We’ll help you breathe easy and enjoy the view.
We’ll help you find your feet when your path takes an unexpected turn.
When the trail becomes steep, let us walk the next few steps with you.
We do retirement planning differently. Here’s what sets us apart from the rest:
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.
Verified 4.92-Star Rating for Simon Pederson
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.
If the stock market crashes the year you retire, selling your investments to fund your lifestyle permanently locks in those losses. This is called the “Bad Timing Tax.” To prevent it, you need a cash buffer that covers your living expenses while your main investments recover.
Many hard-working Australians fear losing their identity and purpose when they stop working. To fix this, you must build a daily routine that replaces the social connection, mental challenge, and steady paycheck your career provided. You need a clear plan for your time, not just your money.
Worried about the $3m super tax cap? Learn how spouse equalisation and re-contribution strategies can protect your family’s wealth. A Sunlit Path guide.
