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.

  • The main benefits of professional financial help.

    Unfortunately, of recent times there has been no shortage of negative press, comment and sentiment about financial planners but what is the real picture?

  • Downsizer contributions offer more than meets the eye

    Retiree clients looking to sell their property can often contribute more to their SMSF than expected through the government’s recently introduced downsizer contribution rules, due to the flexibility to split contributions between spouses and use them in conjunction with other contribution rules, according to Fitzpatricks Private Wealth.

  • 6 new financial videos

    Videos are a good way to learn more about a topic or show to others who my be new to financial management.

  • GDP by country since 1800

    This animated chart is simply amazing. It's fascinating to see how the world has changed and is changing. Food for thought!!

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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.