Services
Advice that fits where you are
Choose a one-hour General Advice session to ask questions, or Personal Advice for a written recommendation tailored to your retirement goals.
General Advice
Can I?
A one-hour question-and-answer session about superannuation, retirement income streams, the Age Pension and your plans for retirement.
This is factual information only — not tailored to your personal situation — but it's a great way to understand your options before deciding whether to proceed to Personal Advice.
-
$300 for 1 hour incl. GST
-
Ask any super / retirement question
-
Discuss pros and cons of strategies
-
No obligation to proceed
Personal Advice
Should I?
A written recommendation on what you should do to achieve your desired retirement outcome. Personal Advice requires two meetings and a Statement of Advice.
After the advice is presented, you decide whether to proceed in full, make changes, or take the document away and think it over. There is no obligation to go ahead.
-
Meeting 1: collect information and agree on scope
-
Research, calculations and Statement of Advice
-
Meeting 2: present recommendations and answer questions
-
You choose how — or whether — to proceed
Pricing
Advice packages
One-off fees. No ongoing commitments.
General Advice
A one-hour question-and-answer session.
$300
1 hour incl. GST
-
Ask any super / retirement question
-
Discuss pros and cons of strategies
-
No obligation to proceed
-
Factual information only
Personal Advice — Single
Written Statement of Advice for one person.
From $1,800
Standard complexity
-
Two adviser meetings
-
Information collection and analysis
-
Written Statement of Advice
-
Presentation and questions session
Personal Advice — Couple
Comprehensive advice for couples planning together.
From $2,800
Standard complexity
-
Joint and individual strategy options
-
Combined super and income analysis
-
Written Statement of Advice
-
Implementation support if you proceed
Topics
Common questions we help with
Pre-retirement
-
When can I retire?
-
How much super do I need?
-
Transition to retirement strategies
-
Contributions and caps
-
Going part time before retirement
-
Downsizer contributions
Retirement
-
Account based pensions
-
Age Pension eligibility
-
Lump sum withdrawals and tax
-
How long my super will last
-
Re-contribution strategies
-
Beneficiary nominations
FAQ
Questions about our services
How do I book?
Use the contact form, call us, or click 'Book now' on any service. We'll confirm a time that suits you.
What should I prepare?
For General Advice, just your questions. For Personal Advice, we'll send a short list of documents after the first meeting.
How long does it take?
General Advice is one hour. Personal Advice typically takes 2–3 weeks from the first meeting to the final Statement of Advice.
Do I have to proceed with your advice?
No. You can take the advice away, ask questions, change the scope, or decide not to proceed.
What if I have more questions later?
You can book another one-off advice session whenever you need help. There is no ongoing arrangement.
Are you independent?
Yes. We are not aligned with any super fund and do not receive commissions. Fees are the only source of income.
Not sure which service is right?
Book a free 15-minute call and we'll help you decide.