Services designed around real retirement needs
No ongoing fees. No product commissions. Just honest advice charged transparently.
Each service exists because we identified a specific gap that causes retirement failures.
These aren't packages built to hit price points. They're solutions to problems we've seen destroy retirement plans.
Retirement Planning Consultation
The foundation. We assess your current position, identify optimization opportunities, and build a personalized roadmap. This 90-minute session covers super balance review, contribution strategy, investment allocation, tax efficiency, and timeline planning.
Most clients discover at least three areas for immediate improvement.
Duration: 90 minutes
Includes: Written summary, action checklist, follow-up email support for 14 days
$850
Get StartedPension Optimization Review
For those already retired or within 12 months of retirement. This deep audit examines your pension structure, withdrawal strategy, tax position, and age pension eligibility.
We've helped clients increase monthly retirement income by 15-30% without touching their capital balance. The optimization comes from restructuring, not risk.
Duration: 2 hours + follow-up session
Includes: Comprehensive written report, implementation guidance, 30-day support period
$1,250
Get StartedSuperannuation Strategy
Your super fund matters more than most people realize. We analyze your current setup, benchmark against alternatives, and restructure for maximum growth with minimum fees.
Average client saves $47,000 over their remaining working life. All from choosing better funds and optimizing contribution strategy.
Duration: Two 90-minute sessions
Includes: Fund comparison analysis, contribution optimization plan, rollover guidance, ongoing fund monitoring recommendations
$950
Get StartedEstate Planning Service
What happens to your super after you're gone? Most people assume it follows their will. Most people are wrong.
Super sits outside your estate unless structured correctly. We ensure your binding death nominations actually work, your beneficiaries are tax-optimized, and your estate plan coordinates with your super strategy.
Duration: Full day intensive session
Includes: Complete estate plan review, binding nomination verification, tax optimization analysis, coordinated documentation
$1,450
Get StartedInvestment Portfolio Review
Is your super invested appropriately for your age, goals, and risk tolerance? We review your asset allocation, performance benchmarks, and fee structure.
Then we show you exactly what needs to change and why. No jargon. No assumptions that you understand modern portfolio theory.
Duration: 90 minutes
Includes: Asset allocation analysis, performance benchmark comparison, rebalancing recommendations, risk assessment
$750
Get StartedTransition to Retirement Plan
The transition to retirement phase offers unique tax advantages. Most people miss them entirely.
We build a custom transition strategy that maximizes your take-home pay while boosting your super balance. For many clients, this is the single most valuable optimization period of their entire working life.
Duration: Two sessions plus implementation support
Includes: TTR strategy design, salary sacrifice optimization, drawdown planning, implementation assistance, quarterly check-ins for first year
$1,100
Get StartedHow our pricing works
Every price listed is what you pay. No hidden fees, no ongoing charges unless you explicitly choose ongoing service.
We charge for advice. We don't earn commissions from fund placements or product sales. This means our recommendations are based on what's best for you, not what's most profitable for us.
Not sure which service you need?
Start with the Retirement Planning Consultation. It's comprehensive enough to identify your biggest opportunities, and we'll recommend next steps based on what we find.
If you need multiple services, we can discuss package pricing that makes sense for your situation.
Ready to optimize your retirement strategy?
Schedule Your Consultation