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You Only Get One Shot at Retirement. Let’s Make It Count.

Most Australians retire with guesswork, not a game plan. This $495 Retirement Health Check will show you exactly where you stand — and what to fix before it’s too late.

$495 | 60-minute Zoom session | Includes recording + summary

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Are you facing a major life change? Retiring? Downsizing? Bereavement? Divorce?

Unsure if your Financial position is optimised?

Or helping your parents sort out their financial future?

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 Retirement Health Check is your roadmap - a one-hour Zoom session with a specialist who knows exactly where things go wrong and how to protect your lifestyle, your partner, and your legacy.

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Is this you
(or your parents)?

If you check even one of these — you probably need this session.

Aged over 50
Have over $500,000 in super, shares, savings or property
Own your home, or thinking about downsizing or a retirement village
Unsure or facing a major change
Haven’t had a retirement-specific advice review
Relying on scattered input from Google, your accountant, or your super fund
Don’t know what would happen if you or your partner died, fell ill, or forgot where things are

What’s the cost of doing nothing?

Here’s what can (and often does) go wrong:
You underspend — and miss out on the lifestyle you worked for
You overpay tax by $20K–$50K without realising it
You miss out on $10K+ in annual Centrelink benefits
You retire too early or too late
You gift your kids money the wrong way and ruin their benefits — or yours
You leave your partner lost and unprotected if something happens to you
You die, and your adult children fight over the estate — or worse, lose tens of thousands to the ATO

You’ve worked hard. But no one claps because you overpaid tax. Or left Centrelink benefits unclaimed. Or forgot to update your super.

One wrong move now can cost you tens or hundreds of thousands — or leave your partner and children with a mess they can’t undo.

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What you get The $495 Retirement Health Check

This is your one-hour retirement roadmap. Clear. Personal. Recorded. Actionable.

Delivered via Zoom, includes:
A snapshot of your current financial setup
A walkthrough of your Lifestyle, Life Stages, and Legacy
A video recording and written summary
Your opportunities, risks, and blind spots — clearly explained
A fixed-price quote for next steps (only if you need more)

What Happens Next

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What People Say

Who We Are - Prime Years

We’re a self-licensed, retirement-only advice practice.

We’re not tied to super funds, banks or institutions.

We exist to make sure your final third of life is done right.

 

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We specialise in:
Downsizing
Retirement & superannuation
Centrelink and aged care
Estate planning
Intergenerational wealth transfer
Protecting widows, partners, and families

Frequently Asked Questions

Is this a sales pitch?

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 Retirement Done 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.

This is your moment to…

Book Your Retirement Health Check

$495

(Zoom-based. Recorded. Tailored. Fixed quote only if further advice is needed.)
 uis_calenderPrimeYears.com.au/RHC