Testimonials

I greatly appreciate the efforts of Alan Baker for his prompt attention to finalising my mother’s estate; and for his continual and professional devotion to my parents’ needs over the last [almost] 25 years. As I worked my way through Mum’s paperwork, it quickly became apparent just how large a part of the Warren family Alan had become. I feel confident in saying that Mum and Dad’s retirement security would not have been possible without his exemplary efforts, nor would the amazing legacy about to be handed down to my sisters and myself.

I will be approaching Alan and Retirewell to manage my share of this unexpected windfall and guide me during the last 20 years of my pre-retirement life. My own accountant has certainly given Retirewell a rousing and positive endorsement which also speaks volumes.
Alan Warren, Redbank Plains, Qld


Retirewell’s friendly, helpful staff is always happy to discuss our concerns. We are made to feel part of the Retirewell “family”. Advice is always researched and takes into account our individual needs.
John and Isobel McKinnon, Carseldine, Qld


It is good to have Retirewell keeping in touch with current market trends and looking after our investments accordingly.
Rob and Kathy Hollett, Samford, Qld


The strengths of Retirewell include good communication, good quality advice and the integrity of everyone I deal with. Tom Panic, Cashmere, Qld

Retirewell’s advisers are very easy to talk to. They answer all my queries in depth, don’t make me feel that I am asking silly questions and are always very patient and courteous. A previous advisory firm I once had charged by the minute anytime they spoke to me, so I never felt I could ask questions without running up a huge charge. Their fees were not based on the value of my investments, as Retirewell’s are. This gives me the assurance that Retirewell’s goals of protecting my capital and building my wealth are aligned with mine and that they are paid in accordance with the value they are giving me.
J. Walker, Brisbane, Qld


Retirewell’s strengths include communication on a regular basis and clear concise explanations. I am very confident and feel relaxed that I am not just a number – that thought and care is taken for my particular circumstances.
Mary Lepp, Gold Coast, Qld


We have always received good, sound advice which has been very well researched. Retirewell has given us great customer service. They are always available on the phone when advice is needed between reviews.
Marilyn Heaton, Toowoomba, Qld


Retirewell’s speed of response to any inquiries and willingness to do all it can to assist the client through diligence, care and friendliness is always greatly appreciated.
Ian and Shirley Monger, Noosaville, Qld


  • 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.