Our Services

Retirewell is committed to doing what is best for our clients, most of whom are self-funded retirees, professionals, executives, or small business owners.

That means a strong adviser-client relationship, supported by extensive resources and experienced financial advisers with expertise in a wide range of wealth management disciplines.

We deliver customised solutions and personal service backed by an unwavering dedication to professional integrity.

Retirewell’s services for high net worth clients include:

  • Handling the impact of significant wealth events (sale of a family business or property, retirement with significant assets, an inheritance, etc)
  • Developing customised portfolios incorporating sophisticated investment strategies
  • Tax minimisation strategies
  • Asset protection strategies
  • Exit strategies for business owners
  • Use of trusts for estate planning
  • Legacy planning and charitable giving design

We would work closely with your other professional advisers (accountant and lawyer) as required in developing and implementing these strategies.

Our standard services include:

  • Retirement planning
  • Superannuation planning
  • Self-managed super funds
  • Social security planning
  • Insurance risk planning
  • Investment advice
  • Gearing strategies and finance
  • Sharebroking facilities
  • Tax-effective investments
  • Ongoing portfolio review services

  • SMSFs attract younger members

    Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy to assume that self-managed super is dominated by older members. Not so.

  • Heed restrictions on downsizer contributions

    Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds into super, but advisers need to be aware of the restrictions around which property sales are eligible, according to a technical services expert.

  • Access to more resources and tools than most websites.

    We provide 24/7 access to all these extra tools and resources to help you build on what we offer concerning your tax and other financial affairs. *

  • Valuations key to avoiding NALI restrictions

    SMSF trustees may find properties within their fund caught under changes to non-arm’s length income rules if the property is involved in a related-party transaction and is not professionally valued, according to a leading SMSF law firm.

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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.