We believe in four core values: experience, trust, transparency, and compassion.

Our Mission, Vision and Core Values

Retirewise Australia is a leading financial planning and retirement advisory firm, dedicated to helping Australians achieve a secure and comfortable retirement. Our team of experienced and certified financial advisors is passionate about empowering clients to make informed decisions about their financial futures.

These values are at the heart of everything we do, and they guide us in all our interactions with our clients.


With over a decade of experience in retirement planning, we have the knowledge and expertise to help you navigate the complexities of retirement planning. Our team of experienced professionals has helped countless individuals and families achieve their retirement goals, and we are committed to doing the same for you.


We understand that trust is essential when it comes to financial planning. We take this responsibility seriously, and we are committed to earning your trust through transparency, honesty, and integrity. We are fiduciaries, which means we are legally obligated to act in your best interest.


We believe in transparency when it comes to our fees, investment strategies, and recommendations. We provide clear, concise, and easy-to-understand information to help you make informed decisions about your retirement.


We understand that retirement planning can be overwhelming and stressful. That's why we approach every client with compassion, empathy, and respect. We take the time to get to know you, your goals, and your concerns, so we can provide personalised advice and solutions that meet your unique needs.

The Retirewise Manifesto

Our Manifesto embodies our commitment to empowering Australians to achieve financial freedom and a comfortable retirement through honest, personalised advice and expert guidance.

Meet the Team

Get to know our dedicated and knowledgeable team of certified financial advisors, who are committed to guiding you towards a secure and comfortable retirement with personalised, expert advice.

Talk to Retirewise Wealth Specialist

Don't leave your financial future to chance; consult a retirement advisor at Retirewise Australia and take control of your retirement planning today. Experience the peace of mind that comes from knowing you're on the right path towards a secure and fulfilling retirement.

How it Works

Our retirement planning process involves identifying and prioritising your financial goals, developing a customised strategy, creating a clear action plan, and offering ongoing support to ensure you stay on track. We provide a complimentary initial meeting to discuss your goals, and our fees depend on the complexity of your financial plan.

What Can A Financial Adviser Do For You

Frequently Asked Questions (FAQs)

Who is the best person to talk to about retirement?

The best person to talk to about retirement in Australia is an accredited financial planner or retirement advisor with experience in helping clients create comprehensive plans tailored to their individual needs, goals, and circumstances.

These professionals can offer expert advice on superannuation, investment strategies, and ongoing support to ensure you're on track for a comfortable and secure retirement.

When selecting a retirement advisor, look for someone with relevant qualifications, experience, and a good reputation.

Check if they are accredited by a recognized financial planning association, such as the Financial Planning Association (FPA).

It's essential to find an advisor who listens to your needs, communicates clearly, and is transparent about their fees and any potential conflicts of interest.

A trusted retirement advisor can be instrumental in helping you achieve a financially secure and fulfilling retirement, allowing you to focus on enjoying your golden years with peace of mind.

Do I need a professional retirement planner Australia?

While it's not strictly necessary to have a professional retirement planner in Australia, engaging the services of an accredited financial planner or retirement advisor can be highly beneficial.

Finance professionals can help you navigate the intricacies of retirement planning in the, including superannuation, Centrelink benefits, and tax implications. 

They can create tailored strategies for your unique goals and circumstances, and provide ongoing support to ensure you're on track for a comfortable and secure retirement. 

With a planner, you can make informed decisions, potentially maximise your retirement savings and income, and provide peace of mind throughout the process.

How much do I need to pay a retirement planner?

The cost of working with a retirement planner can vary depending on the professional's fee structure, your location, the complexity of your financial situation, and the scope of services you require. Some planners may charge an hourly rate, while others may charge a fixed fee for a comprehensive financial plan or a percentage-based fee on the assets they manage for you.

Initial consultation fees can range from being complementary to several hundred dollars. Comprehensive financial plans may cost anywhere from $1,000 to $5,000 or more, depending on the complexity. For ongoing services, fees could be a percentage of your assets under management, typically ranging from 0.5% to 2% per year, or a fixed annual retainer.

It's essential to discuss the planner's fee structure during the initial consultation and ensure you understand the costs involved before proceeding with their services. Keep in mind that the value of professional advice and planning should be considered in the context of the potential long-term benefits for your retirement savings and financial security.

Do I need a retirement advisor?

In Australia, you can access some free or low-cost resources and services for retirement advice, but these options may not provide the same level of personalised guidance and expertise as a professional retirement planner. Here are a few options for obtaining free or low-cost retirement advice:

  • The Australian Securities and Investments Commission (ASIC) offers free financial guidance through its MoneySmart website (www.moneysmart.gov.au), which provides information on various financial topics, including retirement planning, superannuation, and investing.
  • Some superannuation funds offer free general advice to their members regarding retirement planning and investment options within the fund. However, this advice may be limited in scope and may not cover your entire financial situation.
  • Financial Information Service (FIS) officers, provided by Services Australia, offer free financial information and education to help you make informed decisions about your retirement, including understanding your pension options and managing your investments. While they do not provide personalised financial advice, they can help you understand the basics of retirement planning.
  • Community-based financial counselling services can provide free and confidential financial counselling, budgeting assistance, and advocacy, but their focus may not be solely on retirement planning.

While these resources and services can be helpful, working with a professional retirement planner may be more beneficial if you require a comprehensive and tailored retirement plan that addresses your specific needs, goals, and circumstances.