You Only Get One Shot at Rebuilding After a Major Life Change. Let’s Get It Right.
Most people going through divorce, bereavement, or receiving an inheritance don’t have a clear financial plan. The decisions you make now can shape your lifestyle, your income, and your family’s security for years to come.
This Life Transition Strategy Meeting will give you clarity on where you stand, what your options are, and how to protect your future while avoiding costly mistakes.
$495 | 60-minute Zoom session | Includes recording + summary
Have you experienced a major life event like divorce, loss of a partner, or inheritance and feel unsure how it affects your income, super, or estate plans?
Or are you helping loved ones adjust to a new financial reality?
Most people we meet are hoping they’ve done the right thing with super, tax, Centrelink, estate planning… but hoping isn’t a strategy. The Life Transition strategy is your roadmap — a 60-minutes Zoom session with a specialist who understands the challenges of divorce, loss, or inheritance, and can show you how to safeguard your finances, lifestyle, and future security.
Is this you (or someone you care about)?
If you check even one of these — you probably need this session.
You’re going through divorce, bereavement, or managing an inheritance
You’re unsure how the changes affect your pension or Centrelink benefits
You’re confused about tax obligations or how to structure assets
You want to make sure your spouse, kids or family are protected later
You’ve never had your financial plan reviewed for these new circumstances
You’re unsure what to do with cash, property, or super after the change
Don’t know what would happen if you or your partner died, fell ill, or forgot where things are
You’re exploring options for care, housing, or lifestyle in the future
No. It’s a professional strategy session designed to give you clarity — not pressure.
What if I already have an accountant?
Perfect. We often work alongside accountants to complete the full retirement and aged care picture.
Trusted by over 1,000 people
No. It’s a strategic review. If nothing’s needed, we’ll tell you. If something is, we’ll quote you — no pressure.
Do I need to be near retirement?
No — this is a strategy engagement only. Admin is separate.
What if I’m helping my parents?
You can book a session to get clear advice and support tailored to your parents’ retirement or aged care needs.
Do you sell super funds or products?
No, we don’t sell super funds or financial products — our focus is on advice and strategy.
What happens after the session?
You’ll receive a clear roadmap, and our customer journey map — titled “What Happens Next” just above — shows the exact steps that follow.
Your RetirementDone Right
You only get one shot at this. Retirement isn’t about spreadsheets — it’s about peace of mind. You’ve earned the right to enjoy life. Let’s make sure nothing gets missed.
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