Company History

Retirewell Financial Planning Pty Ltd is a boutique practice in the Brisbane CBD which was founded in late 1995.

  • Tony Gillett is the founding director. You can read his profile here.
  • Alan Baker joined Retirewell as an associate director in early 1997. You can read his profile here.

For its first 9 years, the firm operated from an office on Level 24, 288 Edward Street.

In early 2005, the practice relocated to Level 24 of 141 Queen Street, in the mall on the corner of Albert Street.

In late 2018, Retirewell moved to a larger office on Level 6 of 79 Adelaide Street, in the old Commonwealth Bank headquarters building on the corner of Albert Street Mall and Adelaide St, opposite the Brisbane City Hall.

We are now a team of eight, comprising three highly qualified advisers and five full-time support staff. See Our Team.

Retirewell now takes care of the financial affairs and investment portfolios of hundreds of satisfied clients. See Testimonials.

  • COVID-19 resources -Update July 2020

    Several new links have been added to the many already in this article, links that date back to the beginning of the COVID-19 pandemic. If you have any questions, or require further assistance, please send us an email or phone.

  • 'But how will we pay for this?'

    It's a natural question about global policymakers' multitrillion-dollar efforts to prop up economies and markets against the monumental threat of the COVID-19 pandemic. And the question has understandably taken a back seat to confronting immediate health and welfare challenges.

  • SMSFs urged to review leases before granting rent relief

    SMSF clients planning to provide rent reductions to tenants should review the lease agreement to ensure the provision of rent relief won’t result in a breach of the lease, says an industry lawyer.

  • New financial year to bring new rules for super

    As the 2019–20 financial year draws to a close, a technical expert has highlighted some of the new rules commencing for super funds for the 2020–21 financial year.

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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.