Our Consultation

Our Financial Adviser consultations are designed to help you to identify and understand some of the steps/options we have available to help you achieve your retirement needs and goals. Our advice services are designed to leave you feeling confident and in control, they can include:

• Changes you could make to maximise your retirement income.
• Explaining how superannuation can work for you in retirement including how to invest in retirement, contributions and withdrawals.
• Assist you to understand “how much” and/or “what could” you spend in retirement.
• Providing reassurance of the options/next steps with your retirement journey goals.

We are dedicated to helping retirees through their retirement journey. We charge $150 for this 45 minute overview consultation. Alternatively, click on the drop down arrow next to “Retirement Advice” (in the blue banner above) for our other offers.

If this is your first appointment or you are unsure of which advice service to book, please book this overview consultation.