Retirement Essentials Health Check
Why get a Retirement Health Check?
The Retirement Health Check has been designed to uncover the strategies you need to know about to make the most of your savings and live your best possible retirement.
Whether you’re just starting to think about retirement, or you’re already retired and wanting to make sure you’re still on track, we help customers just like you every day.
During a Retirement Health Check video consultation, you’ll spend 55-minutes with one of our friendly, experienced advisers who will help you:
- Share your goals – confirm your retirement wish list, how much you’ll need to live comfortably, and whether your savings will last
- Understand your options – learn about ways to boost your super, maximise your Centrelink entitlements, and secure your retirement income.
- Plan for your future – discover the key steps you could take to help you feel confident and in control.
By the end of the consultation, you will have a clearer picture of where you stand and the opportunities available to maximise your retirement income and ensure your savings last the distance.
Book your Retirement Health Check
We charge $375 (inc. GST) for a 55 minute video consultation.
Simply select the date and time that best suits you on our booking calendar below. Your consultation will be scheduled, and we’ll send you a reminder closer to your consultation!
- Strategies to boost your savings
- Ways to maximise entitlements
- Identify planning opportunities
- Forecast your retirement savings
- Expert advice and reassurance
Feedback from our customers
Clear concise information that was easy to understand. The use of the calculator to input different variables to explore different scenarios is most helpful.
Best advice I have received over the last 3 years. Very professional and knowledgeable taking us through a number of different scenarios and built on Nicole’s earlier work.
Easily accessible, professional, knowledgeable consultant who was friendly, empathetic & listened carefully to our concerns & provided excellent advice, resources & answers to all our questions. The consultant was confident & understanding of our circumstances & gave positive feedback and reassurance. I’d have no hesitation seeking advice from her when needed again in the future.
Thorough, understandable explanations that took my life values into account. Was spoken to respectfully. Sharon had excellent knowledge with a reassuring ongoing plan for future actions. I felt very empowered after our chat and will definitely be speaking again.
Meet our Financial Advisers
Why use a Financial Adviser?
Empowerment – piece of mind you are in control of your finances
Comfort – You know you have someone to speak to
Clarity – you understand the rules and how they apply to you.
Confidence – you understand how your super and investments work.
Reassurance – you have the support to plan the future you envisage.
Financial Wellbeing – options to maximise your entitlements.
“Retirement Essentials is proud to serve the needs of Australians by making financial advice more accessible and affordable. Our financial advice consultations are designed purely to help our clients better understand their needs and goals in retirement and some of the actions they can consider to help them achieve those goals. “