Hi, I’m Amanda – one of the financial advisers at Retirement Essentials, and I’m here to make sense of what can sometimes feel like a whirlwind of financial decisions in retirement. I understand that money can be a complicated and often stressful topic. Whether it’s wondering if you can afford to retire, managing superannuation, repaying debt, Age Pension rules, or figuring out the best way to make the most of your wealth, I know that the sheer number of topics and technical terms can make your head spin. My job is to cut through that confusion and provide clear practical advice that helps you feel confident and in control of your financial future.
So, how did I get here? I didn’t always know that financial planning was where I’d end up. I knew I was good with numbers and enjoyed problem solving, but it wasn’t until I started working with real people and seeing the difference that good financial advice can make that I realised it was something I was passionate about.
Being a financial planner is not just about crunching numbers – it’s about helping people like you with the information and knowledge necessary to make your best financial decisions.
When I meet with a client, the first thing I want to know is: ‘What’s important to you?’ We all have different priorities, whether that’s enjoying a comfortable retirement, downsizing the home, reducing debt, or finding out when you might become eligible for Centrelink Entitlements including the Age Pension or Commonwealth Seniors Health Card (CSHC). Whatever your goals, my job is to make sure you have all the information that you need to make a smart, informed decision.