Am I ready to retire?
10 quick questions, a score out of 100, and the three areas to look at first.
Sound familiar?
- Juggling a mortgage and super
- Not sure if you’re contributing enough
- Several super accounts
- Insurance you’ve never reviewed
Start here
How we help
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15-minute call
A friendly chat about where you are and whether we can help
Cost: [PLACEHOLDER: confirm the 15-minute call is free]
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Single-issue advice
A written Statement of Advice on one topic
Cost: [PLACEHOLDER: Single-issue advice fee range]
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Comprehensive retirement plan
A full review and written plan covering super, investments, insurance, Centrelink and estate coordination
Cost: [PLACEHOLDER: Comprehensive retirement plan fee range]
Advice that often helps
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Retirement planning
Retirement should be about freedom, not uncertainty.
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Investment advice
A disciplined, evidence-based approach to investing.
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Wealth protection
Protecting your family, income and lifestyle.
A client scenario
Illustrative example only. Names and details are made up and this is not a guarantee of any outcome.
Sam and Priya, both 44, with two kids
- The situation
- They wanted to know whether extra super contributions or extra mortgage repayments made more sense.
- What we looked at
- We looked at their cash flow, contribution caps, insurance and timeline.
- The outcome
- They came away with a clear plan for the next five years.
Related reading
Not sure where to start?
A 15-minute call, by phone or video, is the easiest first step. We’ll listen, answer your questions and tell you honestly whether we can help. The first meeting can be in person at our Subiaco office, or by phone or video.