Our Ideal Client

You are a professional, an executive, a small to medium business owner, a wealthy investor, a high income earner, a self-funded retiree, or an ordinary person with investment assets or home equity of at least $250,000.

You want to establish a lifetime relationship with a trusted financial adviser, so you can have the time and means to realise your dreams and focus on living.

You want to establish a long-term financial plan or review your existing strategy.

You need advice for one or more of the following reasons:

  • Considering retirement
  • Changing jobs
  • Selling investment property
  • Selling business
  • Receiving an inheritance
  • Downsizing home to free up capital for investment
  • Loss of spouse
  • Changes to legislation
  • Economic or investment market changes
  • Portfolio needs review
  • Desire to minimise tax
  • Life, TPD, trauma or income protection insurance cover needs upgrading
  • Need to draw on home equity in retirement
  • Unhappy with current financial situation
  • Continuing estate or trust needing investment management
  • Guardian or attorney needing investment management for assets of friend or relative.

  • Powerful Budgeting, cash flow and Super Tools available on our site.

    Aging Australians look more and more likely to attain their retirement goals. Three main reasons are more time to save and invest, professional assistance and increased financial literacy. The tools on this site will help improve your financial literacy.

  • Australia's leading causes of death - ABS

    Not the sort of topic one might normally come across but keeping an eye on the 'big' picture is always good for keeping things in perspective. Census data from 2006, 2010 and 2015.

  • Australian Dietary Guidelines and healthy eating chart (PDF)

    The Australian Dietary Guidelines give advice on eating for health and wellbeing. They’re called dietary guidelines because it’s your usual diet that influences your health. Based on the latest scientific evidence, they describe the best approach to eating for a long and healthy life.

  • Government introduces first home scheme laws

    Legislation for the government’s First Home Super Saver Scheme (FHSSS), as well as its proposed new superannuation rules for retirees downsizing their homes, have been introduced to parliament.

Read more latest Financial Planning news articles

General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Retirewell Financial Planning nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.