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Who Are You Here For?

Choose the path that best matches your situation.

We’ll guide you from there.

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I’m Planning to Retire in the Next 5 Years

We’re five years from retirement and want to ensure our savings, super, and lifestyle plans are on track so we can avoid costly mistakes and secure peace of mind.

Book Retirement Health Check

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I’m Helping Mum or Dad in Aged Care

Mum’s in care and I’m managing her Centrelink or RAD payments. There's a lot going on.
Can someone just take this over and make it simple?

Book Initial Aged Care Planning Session

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My Life has Suddenly Changed

My circumstances have shifted due to divorce, bereavement, or inheritance. I need a clear plan to reorganise my finances and protect my future.

Book Life Transition Strategy Session

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I’m Downsizing or Looking at Retirement Villages

I’m considering downsizing or moving to a retirement village and want to understand the fees and how this affects my Pension, Tax, Super and estate so I can make the right decision with confidence and less stress.

Book Retirement Communities Planning Session

We Only Do One Thing
— And We Do It Exceptionally Well.

If you’re looking for insurance advice, tax structuring, or help for a 35-year-old, we’re probably not the right firm.
We don’t try to be everything.
We’re more like a heart surgeon: you don’t come to us for a broken ankle.
But if you need to get retirement — or aged care — right, that’s what we do. And we’ve helped over 1,000 Australian families do just that.

BOOK RETIREMENT HEALTH CHECK