Answer 6 quick questions and get an instant educational snapshot of where you stand. Free, no obligation, about 60 seconds.
Prefer to talk it through first? Book a free chat with Jordan →
Phil, one of our advisers, recorded this short video to walk you through how we help, what it costs, and what to expect. No surprises.
Phil covers this in the video, but here's the short version.
A quick, friendly call to understand your situation and what you're hoping to get out of it. No financial jargon, just a conversation.
Depending on your situation, that's Phil or Scott. The first meeting is free, no commitment, just a real conversation about where you stand.
If it makes sense to work together, we put together formal advice: the what, the when, the why, the how. You'll know the cost before you commit to anything.
The first conversation is free. If you decide to move forward, our typical fees for a retiree range from around $5,500 to $8,000. You'll get a formal quote before making any decisions.
Often the people who benefit most aren't the ones with the biggest balance. Small changes to fees, contributions, or structure can have a surprisingly large impact.
No. The first chat and the first meeting are both free and obligation-free. If the conversation reveals you're already in great shape, we'll tell you that.
Your super fund can tell you what's inside your account. We look at the full picture: your super, your partner's, Centrelink, tax, insurance, and how it all fits together. We're independent of any fund.
15 minutes with Jordan. Educational only. Personal advice is only provided if you choose to engage us formally.
"We've just set up our self-managed super fund and Phil has been amazing. He's given us so much confidence throughout the whole process. Incredibly responsive and always happy to spend the time explaining until we feel comfortable."
"Scott made us feel at ease from the very first call. We'd been putting this off for years and honestly wish we'd done it sooner. Everything was explained in plain English, no jargon, no pressure."