Could I get the Age Pension?
An estimate under the assets and income tests, per fortnight and per year.
Sound familiar?
- Keeping track of spending
- Market ups and downs
- Age Pension reviews
- Helping the grandkids
- Thinking about later-life care
Start here
How we help
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15-minute call
A friendly chat about where you are and whether we can help
Cost: [PLACEHOLDER: confirm the 15-minute call is free]
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Single-issue advice
A written Statement of Advice on one topic
Cost: [PLACEHOLDER: Single-issue advice fee range]
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Ongoing advice
Annual review, ongoing adjustments and access to your adviser
Cost: [PLACEHOLDER: Ongoing advice fee range]
Advice that often helps
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Retirement planning
Retirement should be about freedom, not uncertainty.
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Aged care advice
Clearer decisions when they often need to be made quickly.
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Estate planning and wealth transfer
Making sure what you’ve built carries on as you intend.
A client scenario
Illustrative example only. Names and details are made up and this is not a guarantee of any outcome.
Margaret, 74, a widow
- The situation
- Margaret wanted to help with her grandchildren’s school fees and know her own income was safe.
- What we looked at
- We reviewed her drawdown rate, her Centrelink position and how much she could give.
- The outcome
- She has a clearer picture of what she can afford to give and what to keep.
Related reading
Not sure where to start?
A 15-minute call, by phone or video, is the easiest first step. We’ll listen, answer your questions and tell you honestly whether we can help. The first meeting can be in person at our Subiaco office, or by phone or video.