Services & Transparent Pricing

We believe you should know exactly what you're paying for before you commit. No hidden fees, no percentage-based charges that grow with your balance, no commission-driven product sales.

Here's what we offer and what it costs.

Retirement Readiness Review

$847.50 AUD

A comprehensive assessment of where you currently stand. We review your superannuation accounts, savings, assets, debts, and Age Pension eligibility. You'll receive a detailed report outlining your current position and the key steps to take before retirement.

Ideal for: Anyone within 5-10 years of retirement who wants to know if they're on track.

Full Retirement Strategy Plan

$2,375.00 AUD

A personalized, multi-year plan that covers withdrawal strategies, investment adjustments, Age Pension optimization, tax efficiency, and estate planning considerations. This is a complete roadmap for your retirement, tailored to your specific circumstances and goals.

Ideal for: Anyone preparing to retire or in the early stages of retirement who needs a comprehensive strategy.

Super Consolidation & Optimization

$1,125.00 AUD

We review all your superannuation accounts, identify fee leakage, and help you consolidate where it makes sense. We also assess whether your current investment allocation aligns with your retirement timeline and risk tolerance.

Ideal for: Anyone with multiple super accounts or uncertainty about their current super setup.

Age Pension Maximization Consult

$695.00 AUD

Navigating the Age Pension assets test and income test can be complex. We help you structure your finances to maximize your entitlements while ensuring compliance with all requirements.

Ideal for: Anyone nearing Age Pension eligibility age who wants to optimize their entitlements.

Ongoing Retirement Plan Review

$580.00 AUD per year

Annual check-ins to ensure your plan stays on track. We review changes in your circumstances, adjust for market performance, and adapt to new legislation or tax rules. Includes one comprehensive review meeting per year and email support as needed.

Ideal for: Existing clients who want ongoing peace of mind and proactive adjustments.

Estate Planning & Will Coordination

$1,450.00 AUD

We help you ensure your assets are distributed according to your wishes and your loved ones are protected. This includes reviewing beneficiary nominations, coordinating with legal professionals for will preparation, and structuring your estate to minimize tax implications.

Ideal for: Anyone who wants to ensure their estate is properly structured and their family is taken care of.

Ready to Get Started?

Choose the service that fits your needs, or reach out if you're not sure where to begin. We're happy to discuss your situation and recommend the best starting point.