Introducing Megan
Megan joined Retirement Essentials’ Financial Advice team in late January 2023. With over 15 years of comprehensive industry experience Megan enjoys sharing her knowledge with members so they can make appropriate decisions for their retirement journey.
Megan breaks down the complexities of relevant rules and thresholds which might currently cloud the vision of your future, and provide insights to strategies which may be available to maximise your income during retirement.
Common concerns Megan addresses in consultations are:
- Can I afford to retire?
- Downsizing from the family home, how does this impact age pension benefits?
- What can be done to enhance age pension entitlements?
- Am I allowed to financially assist my children without impacting my age pension?
Megan will work with you so you have the clarity, control and confidence to achieve the lifestyle you desire during retirement.
Feedback from 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.”
“As long as you have officers like Megan with you, all clients can be satisfied that we are getting best advice.”
“Keep doing what you are doing. I found the service very professional, and probably unique in that the Consultants are very knowledgeable about Centrelink financial matters for retirement.”
Book a consultation with Megan:
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
- Provide you with your strategy and action plan after the meeting
- 55 minute video call
Learn more about our advice services
