Retirement Planning Services

Transparent pricing. No commissions. No product sales.

Retirement Readiness Assessment

$847 AUD

Comprehensive evaluation of your current retirement trajectory and preparedness.

What's Included:

  • Complete super account analysis across all providers
  • Current contribution rate evaluation
  • Projected retirement income calculation
  • Gap analysis between projected and required income
  • Fee structure assessment
  • Investment allocation review
  • Written report with prioritized recommendations

Timeline: 7-10 business days

Request This Service

Complete Pension Strategy Design

$2,340 AUD

Full-spectrum retirement optimization covering all aspects of pension planning and implementation.

What's Included:

  • Everything in Retirement Readiness Assessment
  • Custom contribution optimization plan
  • Super fund restructuring strategy (if beneficial)
  • Investment allocation optimization
  • Tax minimization planning
  • Withdrawal sequencing strategy
  • Age pension positioning (if applicable)
  • Annual review schedule for next 5 years
  • Implementation support documentation
  • 90-day follow-up consultation

Timeline: 14-21 business days

Request This Service

Super Fund Performance Review

$615 AUD

Detailed evaluation focused specifically on your superannuation fund performance and fee structure.

What's Included:

  • 5-year performance analysis vs comparable funds
  • Complete fee breakdown and cost projection
  • Investment option assessment
  • Insurance coverage review
  • Alternative fund comparison (top 3 matches)
  • Switching cost-benefit analysis
  • Written recommendation report

Timeline: 5-7 business days

Request This Service

Age Pension Maximization

$1,185 AUD

Strategic planning to maximize government age pension entitlements while preserving wealth.

What's Included:

  • Current age pension eligibility assessment
  • Asset test and income test analysis
  • Strategic asset repositioning plan
  • Income structuring recommendations
  • Gifting strategy evaluation
  • Homeownership optimization
  • Projected benefit calculations
  • Implementation timeline

Timeline: 10-14 business days

Request This Service

Transition to Retirement Planning

$1,450 AUD

Optimized strategy for the critical 5-10 years before full retirement.

What's Included:

  • Pre-retirement contribution boosting strategy
  • Salary sacrifice optimization
  • Transition to Retirement pension assessment
  • Part-time work income planning
  • Contribution cap management
  • Carry-forward contribution strategy
  • Tax-effective income transition plan
  • Phased retirement timeline

Timeline: 12-16 business days

Request This Service

Estate & Legacy Planning

$975 AUD

Pension death benefit structuring and wealth transfer strategies that minimize tax impact.

What's Included:

  • Current death benefit nomination review
  • Binding vs non-binding nomination analysis
  • Tax impact assessment for beneficiaries
  • Reversionary pension evaluation
  • Trust structure consideration
  • Estate planning coordination notes
  • Updated nomination recommendations

Timeline: 7-10 business days

Request This Service

Our Process

1. Initial Consultation

30-minute call to understand your situation and confirm service fit

2. Information Gathering

Secure document collection covering all relevant financial information

3. Analysis & Strategy

Detailed analysis and custom strategy development

4. Presentation

Video walkthrough of findings and recommendations

5. Implementation Support

Guidance on executing recommended changes

Which Service Is Right For You?

If you're 10+ years from retirement

Start with the Retirement Readiness Assessment to establish your baseline and identify any urgent issues. Follow up with Super Fund Performance Review if fund concerns are identified.

If you're 5-10 years from retirement

The Transition to Retirement Planning service is optimized for this critical window. Consider adding Age Pension Maximization if you're near eligibility thresholds.

If you're within 5 years of retirement

The Complete Pension Strategy Design provides comprehensive optimization across all aspects of retirement income.

If you're already retired

Focus on Age Pension Maximization and Estate & Legacy Planning to optimize ongoing income and wealth transfer.

Ready to Start?

Choose your service and we'll arrange a consultation within 48 hours

Select a Service