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
Get smarter with your entitlements- Confirm how much you’re entitled to
- We’ll answer your Centrelink questions
- Understand Age Pension & Health Card
- Get guidance on the application process
- Learn key Centrelink rules and limits
- Talking with our Pension Specialists
- Phone call – up to 30 minutes
Retirement Health Check
Opportunities for a better retirement- Share your retirement wish list
- Understand your options
- Identify planning opportunities
- Discuss strategies to boost your super
- Learn ways to maximise your entitlements
- Find out if your savings are on track
- Video call – up to 45 minutes
Retirement Advice Consultation
Plan your retirement with expert guidance- Answer your retirement questions
- Forecast your super savings
- See how much you can safely spend
- Compare strategies and scenarios
- Maximise your Age Pension income
- Build a plan to make the most of your money
- 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