Retirement Advice
Get the guidance and support you want to
have the very best retirement.
Choose the consultation that best suits your needs:
Retirement Advice Consultation
Take action and make a plan that puts you in control- Strategies to maximise your Age Pension
- How to move from super to pension
- Answer your retirement questions
- Compare strategies and scenarios
- Forecast your assets and income
- See how much you can safely spend
- 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- Calculation of aged care fees
- Understanding potential age Pension changes
- Discuss different ways to fund ongoing costs
- Sell or keep the home? Potential implications on care fees and Age Pension
- Explore options to maximise pension and minimise fees
- Detailed notes provided post appointment for your reference
- An aged care transition guide provided post appointment to help guide next steps
- Video call – up to 55 minutes
Just want the facts? Speak with our experts who can answer your questions, confirm your entitlements and help you navigate Centrelink with confidence. Check out our services here.
Not sure what you need? That’s okay, we’re still happy to help.
Book a FREE 10-minute phone conversation to determine which of our services best suits you.
We know it can sometimes be confusing and difficult to know how to get started so we are happy to have a quick, obligation free, 10 minute call with you to understand your needs and match them with our most appropriate service.
Simply select a date and time on the calendar that suits you to secure your booking.
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 call centre team will be able to answer any questions you may have about our services.
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