Services
Advice that meets you where you are
Whether you have simple questions or need personalised recommendations, I can help you understand your options and make informed decisions about retirement.
Financial Health Checkup
Can I?
Not sure where to start? This one-hour session gives you a chance to ask questions about super, retirement income, the Age Pension, and strategies available to people approaching retirement.
I’ll explain how super and retirement income work, talk through the pros and cons of different options, and help you understand what’s possible. There’s no pressure to take the next step, and no obligation to proceed with Personal Advice.
$300 for 1 hour (incl. GST)
Ask questions about super and retirement
Explore different options and strategies
No obligation to proceed
Personal Advice
Should I?
Understanding your options is one thing. Knowing which option is right for your situation is another.
Personal Advice is designed for people who want tailored recommendations based on their goals, finances, super and retirement plans. You’ll receive a written Statement of Advice outlining what I recommend and why.
Once you’ve received advice, the decision is entirely yours. You can proceed, make adjustments, or take the advice away and consider it in your own time.
Meeting 1: understand your goals and situation
Research, analysis, and written recommendations
Meeting 2: review advice and answer questions
You choose what happens next
Pricing
Simple, one-off pricing
Just pay for the advice you need.
Financial Health Checkup
A one-hour question-and-answer session.
$300
1 hour incl. GST
Ask any super / retirement question
Discuss strategies and trade-offs
No documents required
Optional pathway to Personal Advice
Personal Advice — Single
Written Statement of Advice for one person.
From $3,300
incl. GST
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 $4,500
incl. GST
Joint and individual strategy options
Combined super and income analysis
Written Statement of Advice
Implementation support if you proceed
Topics
Common questions I help answer
No question is too small, and you don’t need to know the right terminology before reaching out.
Pre-retirement
What will my retirement income look like?
Do I have enough super?
How much super do I need?
Transition to Retirement strategies
Making additional contributions
Working part-time before retirement
Retirement
Investing for retirement
How much Age Pension could I receive?
Retirement income streams
Account-based pensions
Recontribution strategies
Managing retirement income
FAQ
Questions about my services
How do I book?
Book online, give me a call, or get in touch through the contact form. I’ll arrange a time that suits you.
What should I prepare?
For a Financial Health Checkup, bring your questions. For Personal Advice, I’ll guide you through the information I need before the first meeting.
Not sure where to start?
Book a free 15-minute call with me. I’ll help you understand the difference between the two services and which option may be right for you.