Retirement Advice Consultation
Create an action plan to achieve your retirement goals
Dive straight into the detail of an issue that’s bothering you and get it sorted with the guidance from our friendly advisers!
Alternatively our advisers can review your circumstances, goals and priorities to help you create a retirement plan.
The strategy consultations take 55 minutes and cost $375.
You’ll come away with a plan and greater control of your retirement.
Benefits of talking to an adviser:
Comfort – You know you have someone to speak to
Clarity – you understand the rules and how they apply to you.
Reassurance – you have the support to plan the future you envisage.
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.
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
- Phone call – up to 30 minutes
Retirement Health Check
Identify 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