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.

  • When super isn't compulsory

    As Australia’s $2.8-trillion super system attracts even more headlines than usual, more people may mistakenly assume that almost everyone in the workforce is covered by at least compulsory contributions.

  • Investors brace for Brexit - deal or no deal

    When people in the UK woke up on 24 June 2016 to the news that the country had voted to leave the EU (or "Brexit" as it is now commonly known), little did they know that 2.5 years later, the future of the UK's relationship with Europe would still be unclear. As debate and negotiation continue, what should investors do?

  • ATO identifies SMSF contravention red flags

    The ATO has identified certain red flags and problem areas with SMSFs that will attract its attention, ahead of tax time 2019.

  • Extra website resources and tools is one way we offer you and your family more.

    The following are available via our website and are not often available in the one place. All can save you time and effort. *

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.