Retirement advice

You can call our qualified financial advisers at any time and get most of the advice you need for free over the phone.

There’s no cost to set up a pension account or for seeking advice on investment options. Additionally we have a competitive fixed fee to set up or review your transition to retirement strategy.

If you need more comprehensive financial planning advice, your first appointment is free with no obligation. All our financial planning advice is quoted up front on a fixed fee for service basis.

Our financial planning fees are low as we don’t pay commissions nor are there any other hidden costs.


Our financial advice options and costs

Sample topicsPhone advice costsVideo advice costsCost for face-to-face advice
Superannuation advice
  • Risk appetite
  • Selecting investments
  • Contribution options
  • Insurance needs
  • Savings adequacy
No costNo cost$295
Transitioning to retirement adviceSetting up or reviewing a Transition to Retirement strategy$295$295$495
Transferring your superannuation account to a pension accountNo costNo cost$495
Comprehensive adviceAny other financial planning topic (e.g. estate planning, other investments etc)First appointment free
 
Subsequent appointments on a fee-for-service basis
First appointment free
 
Subsequent appointments on a fee-for-service basis
First appointment free
 
Subsequent appointments on a fee-for-service basis