We get that not everyone is the same and the help needed may differ.

For this reason, our services are broad and cover the following areas:

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Retirement

We take out the complexity of preparing for retirement. We explain in simple terms what you can and cannot do with super and give you confidence when making decisions about your future.

Our consultants are experts in their field and can answer all of your questions, no matter how difficult, enabling you to apply them to your own situation. We guide you through online services, including the features of digital advice, so that you can project and estimate how long your super may last and how much you can afford to live on each year. If you have any of the following questions you should contact us:

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• How do I get income from super?

• When could I retire?

• How does the age pension work?

• How do I put more money into super?

• How much super could I have at retirement?

• How long might my super last?

• How much age pension could I get?

• Who gets my money when I die?

• Can I get Seniors concession card?

• How can I work out what type of investor I am?

• How do I use online calculators?

Pre-retirement

Even in the years leading up to retirement we can help you to understand how you could reach your goals sooner.

We can show you how to work out what type of investor you are and explain how the features of different investment options may help you. We explain the concepts of investing in simple terms.

Contributing extra money into your super could be the best way to boost your retirement savings but there are limits. Additional benefits can be achieved between the age 60 and 65 or when working after age 65. We will guide you through the complex rules and assist you in the use of online calculators.

Pre-retirement access to your super can work hand in hand with contributing. If you plan to reduce your working hours and/or top up your income or need to access your super early to reduce debt, we can explain the rules of accessibility.

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