Services & Pricing

Choose the level of support that matches where you are in your retirement journey.

Why Our Pricing Is Upfront

Most financial advisors hide their fees in percentage-based charges or commission structures. You never quite know what you're paying.

We charge fixed fees for specific services. You know the cost before you commit. No surprises, no percentage drains on your retirement savings.

Transparent pricing

Our Services

Retirement Readiness Assessment

$497.50

What You Get:

  • Comprehensive review of your superannuation accounts
  • Analysis of current investment allocation and risk profile
  • Income projection modeling for retirement
  • Gap analysis identifying potential shortfalls
  • Personalized report with actionable recommendations

Best For: People 5-10 years from retirement who want to know where they stand.

Most Popular

Complete Retirement Blueprint

$1,847.00

What You Get:

  • Everything in Retirement Readiness Assessment, plus:
  • Detailed tax optimization strategy
  • Super consolidation and fee reduction plan
  • Estate planning framework and beneficiary review
  • Centrelink Age Pension eligibility analysis
  • Insurance needs assessment
  • Two follow-up consultations for implementation support

Best For: Individuals or couples ready to lock in a comprehensive strategy before retirement.

Pension Maximization Strategy

$1,235.80

What You Get:

  • Asset structuring to maximize Age Pension entitlements
  • Gifting strategy review and compliance check
  • Income stream optimization
  • Centrelink application support and documentation
  • Ongoing eligibility monitoring recommendations

Best For: Retirees who qualify for Age Pension but aren't sure they're getting the maximum benefit.

Super Consolidation & Review

$678.25

What You Get:

  • Location and review of all your super accounts
  • Fee comparison and performance analysis
  • Insurance duplication check
  • Consolidation strategy with step-by-step guidance
  • Projected savings calculation

Best For: People with multiple super accounts losing money to duplicate fees and poor-performing funds.

Transition to Retirement Planning

$1,089.40

What You Get:

  • Phased retirement income strategy
  • Part-time work scenario modeling
  • Transition to Retirement (TTR) pension setup guidance
  • Tax-effective contribution strategies
  • Cash flow planning for reduced work hours

Best For: Those aged 60+ who want to reduce work hours while maintaining financial stability.

Ongoing Advisory Retainer

$345.00/month

What You Get:

  • Quarterly strategy review meetings
  • Unlimited email support
  • Plan updates as regulations and markets change
  • Priority access for urgent questions
  • Annual comprehensive plan refresh

Best For: Clients who want continuous support and peace of mind that their plan stays current.

Financial consultation

Not Sure Which Service You Need?

If you're unsure where to start, reach out. We'll have a brief conversation about your situation and recommend the service that makes the most sense.

No obligation. No pressure. Just honest guidance.

Contact Us

Ready to Get Started?

Select a service above, then complete this form. We'll respond within 24 hours to schedule your initial consultation.