Retirement Advice
Get the guidance and support you want to
have the very best retirement.
Choose the consultation that best suits your needs:
Entitlements Consultation
The smart way to get all your entitlements- Confirm how much you’re entitled to
- Answer your Centrelink questions
- Understand the Age Pension & Health Card
- Confirm Centrelink rules and their impact on you
- Speak with our experts
- Phone call – up to 30 minutes
Retirement Advice Consultation
Take action and make a plan that puts you in control- Answer your retirement questions
- Forecast your assets and income
- How to move from super to pension
- See how much you can safely spend
- Compare strategies and scenarios
- Maximise your Age Pension
- Plan to make the most of your money
- Video call – up to 55 minutes
Aged Care Consultation
Help navigating aged care decisions for your family- Answer your aged care questions
- Discuss aged care fee options
- Guidance on being Centrelink-ready
- Q&A on family home decisions
- Understand Age Pension impacts
- Reassurance on next steps
- Video call – up to 55 minutes
Not sure what you need? That’s okay, we’re still happy to help.
Book a FREE 10-minute phone conversation to determine what is best for your needs.
We know it can sometimes be confusing and difficult to know how to get started. We’re offering a limited opportunity to have a quick obligation free 10 minute call with one of our trusted Advisers.
Book now to better understand which consultation would be suited to you & how we can help. Simply select a date and time on the calendar that suits.
Please note as these calls are a free service, they are only available to callers within Australia. You are welcome to call us on our international number +61 2 8067 9222 and our dedicated customer care team will be able to answer any questions you may have.
Here’s what others, just like you, say about us
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.
Nicole answered all of our questions to our satisfaction and provided additional insights regarding other options we had not considered, full marks.
Very friendly and answered all my questions plainly so I could understand and I will be able to come to my decision with all the knowledge.
Disclaimer: These are true and verified testimonials but for confidentiality purposes we are keeping them anonymous