Why Choose Retirewell?

Individual investors gain great value from a financial adviser who is caring, professional and ethical.

The best advisers understand not just the markets, not just the intricacies of investment vehicles, but something every bit as valuable: they understand how difficult it can be for people to consider the future, accept risks and make hard choices about money.

When your family’s future is at stake, there is no substitute for professional advice that is reasoned, rational and scrupulously objective.

Because Retirewell is privately owned, when you work with one of our advisers, you’re getting guidance that’s truly in your best interests.

Discover the value of a long-term trusting relationship with your own personal advocate.

Discover the difference at Retirewell.

Retirewell stands out as a preferred choice when it comes to selecting an adviser to partner with.

Clear Objectives
Retirewell has a clear mission to provide private investors with quality ongoing strategic financial and investment advice - tailored to meet the client's personal objectives and lifestyle aspirations.

Understanding
The complexities of financial advice are reduced to clear and concise strategies and investment recommendations - allowing the client to embark on a journey of financial understanding.

Personable and Competent Adviser
Retirewell advisers have a depth of experience in business management, research methodology, shares and managed fund investing and of course providing personal advice. Our advisers have a passion to assist our clients to meet their financial objectives.

Real Value
Through technical competence and a passion to add value, portfolios and financial outcomes are enhanced for clients. Retirewell sources superior economic, market, investment and technical research from two independent research firms and a panel of 20 stockbrokers.

Management of Potential Conflicts
Retirewell believes strongly that strategies and underlying investments for clients should be implemented only if they are in the interests of the client. In framing our recommendations, we choose from a full range of investment products. We do not have any in-house products and we do not accept soft dollar arrangements (non-cash marketing incentives) from product providers.

Aligned and Clear Financial Remuneration
The services provided by Retirewell are set out in a written agreement which establishes the ongoing obligations of Retirewell to assist the client. Our remuneration is linked to the value of the client’s portfolio - an incentive for Retirewell to continue to add value. Clients are not "locked-in" to any long term agreements.

No Withdrawal Fees
There are no withdrawal fees for any of our services.

Long-Term Relationships
Enjoy peace of mind with your investment portfolio secure in the knowledge that you have a long-term relationship with a boutique financial planning firm which values your business and is approachable and responsive to your concerns and needs.

  • 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.