Our Ideal Client

You are a professional, an executive, a small to medium business owner, a wealthy investor, a high income earner, a self-funded retiree, or an ordinary person with investment assets or home equity of at least $250,000.

You want to establish a lifetime relationship with a trusted financial adviser, so you can have the time and means to realise your dreams and focus on living.

You want to establish a long-term financial plan or review your existing strategy.

You need advice for one or more of the following reasons:

  • Considering retirement
  • Changing jobs
  • Selling investment property
  • Selling business
  • Receiving an inheritance
  • Downsizing home to free up capital for investment
  • Loss of spouse
  • Changes to legislation
  • Economic or investment market changes
  • Portfolio needs review
  • Desire to minimise tax
  • Life, TPD, trauma or income protection insurance cover needs upgrading
  • Need to draw on home equity in retirement
  • Unhappy with current financial situation
  • Continuing estate or trust needing investment management
  • Guardian or attorney needing investment management for assets of friend or relative.

  • End of year financial strategies

    With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.

  • Budget 2021: Retirement Outcomes

    The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.

  • Videos to help understand financial planning topics.

    Often watching a short video is a quicker way to understand what can otherwise be quite confusing. The following titles have just been added to our website and can be accessed at any time and by anyone.

  • SMSFs still on top for member satisfaction

    SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.

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.