Guiding everyday Australians to, and through, retirement.
Take control with expert support and guidance from our friendly advisers.
Make the right decisions,
at the right time
Our consultants will guide, and support, you to make the right decisions at the right time.
We will help you to identify and understand the options you have to achieve your retirement goals. You will leave you feeling confident and in control. Our services are affordable and free of conflicts – you won’t be pushed to buy products. We want to put you in control.
Common topics that people like you ask for help with:
- Understanding your entitlements:
- How and when you can apply
- Anticipating when you might become eligible and how it will impact your retirement income
- Maximising the value of the pension you receive
- Tips, tricks and issues to consider
- Maximising your retirement income:
- The pros and cons of using your super to pay off your mortgage
- Exploring how your super and age pension combine to provide income throughout retirement
- Making superannuation work for you in retirement:
- How to invest in retirement
- Making additional contributions
- The benefits of keeping your money in super
- Younger spouse strategies
- Benefits and impacts of lump sum withdrawals
- Retirement spending
- How long will your money last?
- How to overcome the fear of running out
- Understanding forecasts and how to adjust spending
- Creating a long term action plan to achieve retirement goals
You can dive straight into the detail of an issue that’s bothering you to get it sorted.
Feedback from our customers
Megan answered my questions in a precise and easy to understand manner. She was very knowledgeable, and I found the portal screen easy to understand.
Very clear information given in concise manner
Entitlements Consultation
Get all your entitlements the smart way- Covers the age pension and health card
- Providing information by answering all your Centrelink questions
- Discussing your specific situation & determining eligibility
- Providing guidance to understand the application process
- Giving you confidence and providing clarity
- 30 minute phone call
Phone Application
Help you complete the Centrelink application form- Book a convenient time for us to call you and complete your application over the phone.
- We can answer any questions you have and clarify queries based on your situation.
- This service is an additional cost of $175 to the application fee.
- 45 minute video/phone call
Strategy Consultation
Deal with your most important issue- Answer your retirement planning questions including reviewing or comparing your options
- See how much you can safely spend throughout your retirement, to avoid running out of money
- Identify changes you could consider, discussing tradeoffs and considerations to improve your retirement outcomes
- Evaluate potential opportunities to maximise Age Pension
- 55 minute video call
Unsure whether we can help you?
Book a free 10 minute conversation
In our work with thousands of Australians we have found most are able to make some simple changes that can improve their financial circumstances. Changes that can result in them getting more Government entitlements and ensuring they take advantage of the often complex rules surrounding super.
We know it can sometimes be confusing and difficult to know how to get started. Which is why we are offering limited opportunities to have a quick obligation free 10 minute call with one of our Advisers.
Book now
To understand if any of the consultations would be beneficial to you and see how we can help.
You can only book a conversation up to 14 days in advance. New bookings will become available every day.
Feedback from our customers
“Very happy that I took the plunge and got some help with my retirement options.”
”I thought it was good value for money and provided me with a reassurance that all was ok”
“I think you are providing a very useful service to people 50+”
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