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.

  • State and Federal COVID-19 support

    The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.

  • Lockdowns and mental health

    Victoria endures its sixth lockdown as the state's cases grow; NSW records 1,281 new local COVID-19 cases and three deaths. Lockdowns to be eased once 70% of the population is double vaccinated against COVID-19 yet today some 60% of Australians are in lockdown.

  • The rise of the female investor

    While society continues to grapple with the factors driving gender and pay inequity, women are proactively turning to investing more than ever before. And in doing so, they are demonstrating a very competent and sensible approach to building up their wealth outside of superannuation.

  • ATO flags availability of COVID-19 early release super recontribution

    Individuals can now recontribute amounts they withdrew under the COVID-19 early release of super program.

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.