Retire with confidence

Affordable Retirement Planning Advice

 

Statements of Advice from only $1250* + GST

 
*per member of a couple, singles from only $1800 + GST

Secure your financial future

How it works

easy as 1 2 3

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Book a Mini-discovery meeting

  • During this brief phone meeting we get an overview of your situation and what it is you are trying to achieve.

 

  • We ask you about your current situation and gather high level financial information about your assets and liabilities, income and expenses, superannuation as well as when you plan on retiring and the level of income you require in retirement.

 

  • We then provide you with a quote for our professional advice/retirement plan. 

 

  • The quote is based on the complexity of your situation, the amount of funds under advice (FUA) as well as whether the advice is for a single person or a couple. 
Get Started

To get started, fill out a contact form to request a call and we'll give you a ring within 24 hours FIND FORM HERE

Call Us

Alternatively, simply call us on 1300 399 236

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Connect Face-to-face with a qualified Financial Adviser via video call

  • Once you are happy with the quote, the next step is to book a Discovery meeting which is conducted via video-conference*.

 

  • We will email you an invitation to the Discovery meeting within 24 hours of the mini-discovery meeting. 

 

  • If you would like any of your trusted advisers (accountant/lawyer/adult children) to join the Discovery meeting let us know and we'll make sure to invite them as well. 

 

  • During the Discovery meeting we gather more detailed information and gain a deeper understanding of your retirement goals and objectives.

 

  • We will also provide financial education and answer any questions you may have.

 

  • The Discovery meeting is the most crucial part of the retirement planning process as it allows us to have an engaging conversation and helps you to gain clarity over the type of retirement you want to plan for. 

 

  • The great thing about video-conferencing is that if we run out of time we can schedule additional Discovery meetings with very little inconvenience.

 

* In-person meetings can be arranged for those living in the greater Sydney area

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Personalised professional retirement advice catered to your unique situation

  • Once we have a clear understanding of your current situation and your retirement objectives we go to work creating you a customised Retirement Plan.

 

  • Using sophisticated financial planning software and our years of experience as well us our knowledge of superannuation, investments, taxation, and social security, we craft a Retirement Plan that makes the most of the rules and acts a roadmap for your retirement.

 

  • About two weeks after our final Discovery meeting we have a Presentation meeting (via Zoom or phone) where we present the Statement of Advice (financial plan).

 

  • To ensure implementation of the plan, we highly recommend you enter an Ongoing Service Agreement - especially in the early years.
Which best describes you?

working and want to plan for retirement

Working and Would like to Transition into retirement

Retiring soon or already retired

Speak to a Qualified Financial Adviser

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