Our Services

Retirewell is committed to doing what is best for our clients, most of whom are self-funded retirees, professionals, executives, or small business owners.

That means a strong adviser-client relationship, supported by extensive resources and experienced financial advisers with expertise in a wide range of wealth management disciplines.

We deliver customised solutions and personal service backed by an unwavering dedication to professional integrity.

Retirewell’s services for high net worth clients include:

  • Handling the impact of significant wealth events (sale of a family business or property, retirement with significant assets, an inheritance, etc)
  • Developing customised portfolios incorporating sophisticated investment strategies
  • Tax minimisation strategies
  • Asset protection strategies
  • Exit strategies for business owners
  • Use of trusts for estate planning
  • Legacy planning and charitable giving design

We would work closely with your other professional advisers (accountant and lawyer) as required in developing and implementing these strategies.

Our standard services include:

  • Retirement planning
  • Superannuation planning
  • Self-managed super funds
  • Social security planning
  • Insurance risk planning
  • Investment advice
  • Gearing strategies and finance
  • Sharebroking facilities
  • Tax-effective investments
  • Ongoing portfolio review services

  • 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.