Why Choose Retirewell?

Individual investors gain great value from a financial adviser who is caring, professional and ethical.

The best advisers understand not just the markets, not just the intricacies of investment vehicles, but something every bit as valuable: they understand how difficult it can be for people to consider the future, accept risks and make hard choices about money.

When your family’s future is at stake, there is no substitute for professional advice that is reasoned, rational and scrupulously objective.

Because Retirewell is privately owned, when you work with one of our advisers, you’re getting guidance that’s truly in your best interests.

Discover the value of a long-term trusting relationship with your own personal advocate.

Discover the difference at Retirewell.

Retirewell stands out as a preferred choice when it comes to selecting an adviser to partner with.

Clear Objectives
Retirewell has a clear mission to provide private investors with quality ongoing strategic financial and investment advice - tailored to meet the client's personal objectives and lifestyle aspirations.

Understanding
The complexities of financial advice are reduced to clear and concise strategies and investment recommendations - allowing the client to embark on a journey of financial understanding.

Personable and Competent Adviser
Retirewell advisers have a depth of experience in business management, research methodology, shares and managed fund investing and of course providing personal advice. Our advisers have a passion to assist our clients to meet their financial objectives.

Real Value
Through technical competence and a passion to add value, portfolios and financial outcomes are enhanced for clients. Retirewell sources superior economic, market, investment and technical research from two independent research firms and a panel of 20 stockbrokers.

Management of Potential Conflicts
Retirewell believes strongly that strategies and underlying investments for clients should be implemented only if they are in the interests of the client. In framing our recommendations, we choose from a full range of investment products. We do not have any in-house products and we do not accept soft dollar arrangements (non-cash marketing incentives) from product providers.

Aligned and Clear Financial Remuneration
The services provided by Retirewell are set out in a written agreement which establishes the ongoing obligations of Retirewell to assist the client. Our remuneration is linked to the value of the client’s portfolio - an incentive for Retirewell to continue to add value. Clients are not "locked-in" to any long term agreements.

No Withdrawal Fees
There are no withdrawal fees for any of our services.

Long-Term Relationships
Enjoy peace of mind with your investment portfolio secure in the knowledge that you have a long-term relationship with a boutique financial planning firm which values your business and is approachable and responsive to your concerns and needs.

  • 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.