Plan your retirement with confidence.
Easy to understand retirement advice for Australians aged 55+. Clear pricing, no jargon, and no ongoing commitments. Helping you feel confident about the decisions you make for your retirement.
Why Super Helpful?
Retirement can feel uncertain. It doesn’t have to.
Most people don’t avoid retirement planning because they don’t care; they avoid it because it feels complex or as though they should already know the answers. I’ll help you make sense of it.
Common questions people ask
How I help
Will my super last throughout retirement?
You may be unsure how long your money needs to last or what you can safely spend.
Clear retirement income projections
So you can see what's possible and plan with confidence.
When can I access the Age Pension?
The rules can be confusing, especially as assets, income, and timing may affect what you could be eligible for.
Simple guidance on Age Pension timing and eligibility
Understand when and how you can access the Age Pension.
Do I have enough to retire comfortably?
It is hard to know whether your savings, super, and income are enough for the retirement you want.
Practical strategies to help you understand your super
Make sense of your investment options without jargon.
Have I left it too late to make meaningful changes?
Many worry they should have acted sooner, but there may be practical steps worth considering before and during retirement.
One-off advice, no ongoing commitment
Get the help you need without being locked into ongoing fees.
What I do
Simple advice for your retirement journey
I help you understand how super, the Age Pension and retirement income work together so you can make clear, informed decisions about your future.
Start with a one-hour Financial Health Checkup to ask questions, or choose Personal Advice for a written plan tailored to your situation and goals.
No ongoing advice fees or lock-in arrangements
No commissions or ties to any super fund
Clear written advice you can take away and review anytime
Book only when you need help
Services
Two ways to get clarity
Start with getting your questions answered, or go deeper when you’re ready for tailored advice.
Financial Health Checkup
One-hour session to ask questions and understand your options. $300 incl. GST. No obligation to go further. General Advice provided only.
Personal Advice
Written Statement of Advice based on your goals, situation, and super, with clear recommendations you can act on, or review in your own time.
Trust
Retirement advice you can rely on
ASIC-registered adviser
Registered on the Financial Advisers Register.
15+ years of experience
Helping Australians navigate retirement decisions.
Commerce degree
Solid academic foundation in finance and business.
Diploma in Financial Markets
Specialised knowledge of financial markets and products.
Graduate Certificate in Financial Planning
Advanced qualification in retirement and superannuation advice.
IFS Trusted Advice Network
Part of a national network committed to transparent, accessible advice.
Credentials
Advice you can trust
Qualified advice, transparent pricing, and no ongoing commitments.
15+
Years of experience
ASIC
Registered adviser
0%
Ongoing fees
Ready to make sense of your retirement?
Book a free 15-minute call to talk through your situation and understand which type of advice is right for you.