Talk to an expert

Feel supported and in control knowing that a financial adviser is here to help you.

Why use a Financial Adviser?

Maximise your income – identify changes that could increase your income in retirement

Guidance – how long will your savings last and what can you afford to spend in retirement?

Understanding and clarity – around the key rules that affect your retirement income and how to use them to your advantage

Peace of mind and reassurance – you have the support to plan the future you envisage

Control and confidence – to invest to meet your retirement goals 

Our Consultation

Our Financial Adviser consultations are designed to help you to identify and understand some of the steps you take to help you achieve your retirement needs and goals. Our advice can include?:

  • Changes you could make to maximise your retirement income.
  • Explaining how superannuation can work for you in retirement including how to invest in retirement and contributions and withdrawals.
  • Assist you to understand “how much” and/or “what could” you spend in retirement.
  • Providing reassurance of the options/next steps with your retirement goals.

Our Financial Advisers are experts dedicated to helping retirees plan their finances.  We charge $150 for a 45 minute consultation.