Retirement Essentials Health Check

Why get a Retirement Health Check?

Planning your retirement is essential to ensure financial security and the lifestyle you desire. The Retirement Essentials Health Check is the best way to ensure you are making the most of your savings and can live the best possible retirement:

Plan Your Future: Understand how much you’ll need to live comfortably throughout your retirement and whether your savings will last.
Maximize Benefits: Identify opportunities to optimize your superannuation, Centrelink entitlements, and other savings.
Peace of Mind: Gain confidence and clarity on your financial situation, ensuring you and your loved ones are secure.

The Retirement Essentials Health Check has four components:

Shape your retirement, your way
2. Understand your options
3. Take action
4. Review and stay in control

Each component has a range of issues to consider as well as opportunities to improve your retirement. Your consultant will run through each one that is relevant to you (at a high level) to provide a broad understanding and help work out what’s most important to you.

At the end of the meeting, you’ll agree on the next best steps and how to move forward with confidence. Remember, we can help as much or as little as you need to ensure you live your best possible retirement.

Would you like help estimating your retirement income, understanding super strategies, or connecting with professional advice services?

Book your Retirement Health Check

We charge $375 (inc. GST) for a 55 minute video consultation.

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.

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. “

Getting a Retirement Healthcheck

Whether you are in retirement or still planning your journey, getting the right advice and guidance can help you take control of your future, and give you peace-of-mind that you are making the best decisions for you.

Our fully qualified Financial Advisers are available to provide you help and guidance during our online Retirement Health Check for $375 (55 minute overview consultation).