Are you over 55? Our retirement planning advice is for you.
Transition to RetirementWork/Life balanceEducation and opportunitiesLess tax, more wealth
- Building your super
- Knowledge is power
- Income streams for retirement
Centrelink AdviceNavigate your optionsConcession card eligibilityAssistance with the paperwork
Your superannuation is one of the pillars of your retirement wealth. You’ll learn more about what it is, how it works, and what you can do with it. We’ll help you build it towards a better, more secure retirement.
Hear what others have to say...
...look forward to a positive lifestyle...
"Rod has been a tremendous help to us. His financial advice and acumen has allowed us to begin early retirement and look forward to a positive lifestyle in our years ahead. "
...allowed us to enter retirement early...
"...Rod is very client focused wanting the best outcomes possible. Over the years we have learnt to trust and accept his judgement. We would not hesitate to recommend him to anyone seeking a sound and trustworthy Financial Advisor."
...reliable, timely, and astute advice...
"...he has always provided us with reliable, timely, and astute advice tailored to our situation. He is courteous, friendly, and always meticulous in his preparation for each planning or review meeting... "
...efficiency and attention to detail...
“Rod is friendly, caring and is always interested in our well-being.His efficiency and attention to detail has given us peace of mind about our financial future in retirement.”
Our vision is to be a sought after provider of high quality, fee-for-service financial advice. We provide financial advice to people who want to retire, and we help them build the financial security and find the peace of mind that comes with working because they want to, not because they think they have to.
We are looking forward to hearing from you.
Send an Enquiry
Are you interested in finding out about transitioning to retirement, building your wealth, reducing tax, or accessing Centrelink? Submit your enquiry here and our friendly team will get back to you within 24 hours.