Strategy Consultation
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.
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 60 minutes and cost $330.
You’ll come away with a plan and greater control of your retirement.
Three consultation options – choose the one that best suits you:
Entitlements Consultation
Get all your entitlements the smart way
$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