Company History

Retirewell Financial Planning Pty Ltd is a boutique practice in the Brisbane CBD which was founded in late 1995.

  • Tony Gillett is the founding director. You can read his profile here.
  • Alan Baker joined Retirewell as an associate director in early 1997. You can read his profile here.
  • Sean Litchfield joined Retirewell as an associate director in late 2017. You can read his profile here.

For its first 9 years, the firm operated from an office on Level 24, 288 Edward Street.

In early 2005, the practice relocated to Level 24 of 141 Queen Street, in the mall on the corner of Albert Street.

In late 2018, Retirewell moved to a larger office on Level 6 of 79 Adelaide Street, in the old Commonwealth Bank headquarters building on the corner of Albert Street Mall and Adelaide St, opposite the Brisbane City Hall.

We are now a team of six, comprising three highly qualified advisers and three full-time support staff. See Our Team.

Retirewell now takes care of the financial affairs and investment portfolios of hundreds of satisfied clients. See Testimonials.

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    Later this month around 630,000 Australians currently qualifying for a partial age pension will receive a welcome fortnightly payments boost.

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    Shane Oliver - Investors should expect more sharemarket volatility over the next year as the trade war between the US and China ratchets up, according to AMP Capital.

  • NALI, LRBA measures pass Parliament

    The government’s further restrictions to non-arm’s length income and LRBAs have passed Parliament, meaning SMSF trustees approaching retirement with an outstanding loan on a property will need to consider their options when planning contribution strategies for the 2020 financial year.

  • Interest rising in SMSF set-up

    Interest in setting up an SMSF among those in APRA-regulated super funds is on the increase, while the average balance and age of new SMSF trustees have declined, according to Investment Trends data.

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