What we are
Retirement Essentials is a member-based financial technology (‘fintech’) service for Australian seniors that gives everyday Australians access to affordable financial advice.
What we do
Our vision is to enable everyday Australians to make better financial decisions in retirement by providing step-by-step support. No bells and whistles, only the essentials.
How we do it
We merge the best of human-centred technology with good old-fashioned personal support to provide a better way for people to manage their retirement finances.
Our digital technology and Australian retirement specialist capabilities put us in a great position to help retirees in a smarter, more cost-effective way. Our innovation increases both the accessibility and affordability of a crucial social service to a large number of seniors who we know are seeking help. A secondary benefit of our service is that it can deliver efficiencies for resource constrained government services like Centrelink.
Apply for Age Pension
Why we do it
At Retirement Essentials we are committed to addressing the neglected market of retirement age Australians who’ve worked hard, aren’t millionaires and who have traditionally been ignored or under-serviced by the financial services industry. Pivotal to the service is ensuring eligible retirees benefit from the security the Age Pension provides.
Our research indicates the majority of retirees who are potentially Age Pension eligible want financial help but feel they have limited accessible options. ‘Traditional financial advice’ is seen as too expensive, and government services are over-stretched.
There’s a smarter way to give everyday Australians access to affordable retirement advice – starting with a smarter way to get and keep their Age Pension.
Who we are
The team of experienced specialists is led by Founder Paul Rogan who has worked for over 40 years in executive roles at some of Australia’s most respected financial institutions. He is supported by a team of industry experts, including Business Development & Strategy Director Greg Hansen. Both are driven by a belief that ‘fintech’ offers a better way to help Australians maintain their desired lifestyle in retirement.
And as Head of Customer Experience Allyson Bailie is leading the growth of a truly human-centred, insight-driven customer experience that makes a difference to the lives of real people.
What is an Age Pension Calculator?
An Age Pension calculator is a free and anonymous online tool that allows people to submit age, residency status and asset and income data to quickly calculate their likely Centrelink Age Pension entitlements.
Who are our members?
Our members are full Age Pensioners, Part-Pensioners, and those transitioning into retirement. Retirement Essentials is a community of senior Australians from all walks of life who want to be in control of their finances and are eager to find affordable and smarter ways to manage their finances in retirement.