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.
  • Sean Litchfield joined Retirewell as an associate director in late 2017. 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 six, comprising three highly qualified advisers and three 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

    Multiple sources of help and further explanations are available below regarding the relief packages and programs recently released by our Governments. All relate to Covid-19 and are grouped here so you don’t have to go searching for the information.​ If you have any questions, or require further assistance, please send us an email or phone.​

  • COVID-19: Early Childhood Education and Care Relief Package

    From Monday 6 April additional support for Early Childhood Education and Child Care Services and their families.

  • ATO clarifies COVID-19 rent relief concerns

    The Australian Taxation Office has responded to widespread concerns on whether SMSF landlords providing rent relief to tenants due to the financial impacts of the novel coronavirus is a contravention of the SIS Act.

  • SMSFs in the ATO firing line

    Is your self-managed super fund fully compliant with the regulations governing the operation of private funds?

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.