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

Most Australians enter a retirement village without a clear plan. The contracts are complex, the fees are confusing, and the financial consequences can last a lifetime.

This Retirement Village Strategy Meeting will show you exactly what it really costs — and how to protect your lifestyle, your pension, and your family’s inheritance.

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

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

Unsure how the contract or fees will affect your finances?

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 Village strategy is your roadmap - a 60-minutes 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.

You’re reviewing or about to sign a retirement village contract
You’re downsizing and worried how it impacts your pension
You don’t know exactly what happens with exit fees or “deferred management fees”
You want to make sure your spouse or kids are protected later
Haven’t had a retirement-specific advice review
You’re unsure what to do with leftover cash or super after the move
Don’t know what would happen if you or your partner died, fell ill, or forgot where things are
Interested in Care options now or in the future?

What’s the cost of doing nothing?

Here’s what can (and often does) go wrong:
You sign the wrong contract and lock in tens of thousands in hidden exit fees
You overpay tax by $20K–$50K without realising it
You miss out on $10K+ in annual Centrelink benefits
You lose $10K+ per year in Age Pension because of poor structuring
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 mismanage sale proceeds and pay unnecessary tax
You run out of funds for future care or home support later on

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 in The $495 Retirement Communities Meeting

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 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