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 10, comprising four highly qualified advisers and six support staff. See Our Team.

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

  • September update of latest COVID-19 initiatives.

    With the ending of a number of the original COVID-19 relief and stimulus initiatives, August and the beginning of September has seen the release of new plans to move into the post-September period. Links to these updates and changes are listed below.

  • Update of Superannuation contribution rules from July 1, 2020.

    The rules around Superannuation contribution change almost every year, so it is important that taxpayers know what these changes mean to them.

  • More than $31bn paid under early super release

    The government’s early super release scheme shows no signs of slowing down, with almost 90,000 release applications received by super funds in the first week of August and more than $700 million in payments made.

  • Your super fund, your choice

    Choice is inherently regarded as a good thing, particularly in these COVID-affected times when some of our basic choices have had to be suspended for the greater community good.

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.