Retirement Advice

Get the guidance and support you want to
have the very best retirement.

Consultation options – choose the one that best suits you:

Entitlements Consultation

The smart way to get all your entitlements

$ 75
  • 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

$ 150
  • 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 $150 to the application fee.
  • 45 minute video/phone call

Strategy Consultation

Deal with your most important issue

$ 330
  • 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, ensuring they take advantage of the often complex rules surrounding super or gaining confidence with their retirement plans.

However, we also know it can sometimes be confusing and difficult 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 our services would be beneficial to you and learn how we can help you.

 

You can only book a conversion 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+”