No ongoing fees. No product commissions. Just clear pricing for specific outcomes.
Most people have no idea where they actually stand. This comprehensive review shows you exactly what you have, what you're losing, and what you need to do about it.
Anyone 45+ who hasn't reviewed their super in the last 3 years. Especially if you've changed jobs multiple times and suspect you might have old accounts sitting around.
The five years before you stop working are the most valuable in your entire super life. This is where we help you legally minimize tax, maximize contributions, and structure everything for optimal retirement income.
Anyone between 55 and 65 who's still working and wants to legally reduce tax while boosting their super. This is the highest-value service we offer because the strategies available in this window disappear once you retire.
Already retired but not sure if you're doing it right? We optimize your account-based pension, drawdown strategy, and Centrelink payments to make sure you're keeping as much as possible.
Retirees who are already drawing a pension but feel uncertain about whether they're doing it the most efficient way. Often saves thousands in unnecessary tax or missed Centrelink payments.
Multiple super accounts cost you thousands every year in duplicate fees and insurance. We find all your accounts, compare them properly, and handle the entire consolidation process.
Anyone with 2 or more super accounts. On average, consolidation saves $1,200-$2,400 annually in duplicate fees alone. This service pays for itself in 4-6 months.
The Age Pension assets and income tests are complex. We help you structure your finances to get every dollar you're entitled to while keeping your lifestyle intact.
Anyone approaching Age Pension age (currently 67) with assets between $400,000 and $1 million. This is the sweet spot where proper structuring can increase your Centrelink payments by $5,000-$15,000 per year.
The complete solution. Everything from super optimization to estate planning in one coordinated strategy. For people who want it done right, done once, and maintained properly.
People within 10 years of retirement (before or after) who want a complete financial architecture, not just super advice. This is for clients who value having everything coordinated and professionally managed.
These aren't arbitrary numbers. Each price reflects the actual time our advisers spend on your situation, plus the research and analysis required.
We don't charge ongoing percentages of your balance. We don't take commissions. You pay once for the service, you get the outcome, and you're done.
If you need ongoing support, we offer annual reviews at a flat fee. No surprises.
Book a free 20-minute consultation. We'll ask about your situation and tell you honestly what would help most.
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