Chat with us, powered by LiveChat

Under The Bonnet Review​

Our under the bonnet review calculates your current fees and investment performance. It compares these to appropriate benchmarks and after we discuss with you your requirements, we provide our opinion on where you can sharpen the pencil and improve your situation.

Last year we saved each person who we helped an average of $4,964. The largest saving made for a client was over $50,000 a year. Learn more

If we believe there are better options available to you we will let you know.

Watch the video to see how we complete an Under the Bonnet Review for one client.

Things to Consider on your Retirement

Once you know how much income you may need, for how long and where it may come from, you can work out whether your retirement planning is on track.

Convert your super into a retirement income

Learn how to turn your super into a regular income.

Help your retirement savings last longer

Explore some ways to help your retirement savings go the distance.

Are you retirement ready?

Our Retirement forecaster can help you see whether you're on track to living the retirement lifestyle you want.

The Retirement Planning Process

Ask for help, we'll walk you through the entire process.

1 Set your Goals

Lifestyle goals

Income / cashflow goals

Expenditure goals

Investments return goals

2 Choose a Retirement Date

Today? Soon? 65?

3 Create a Plan

Optimise centrelink benefits, a tax plan, a cashflow plan, expected returns, your super and investment strategy to create a plan that ensures financial stability and security in your retirement

4 Implement a Plan

Change from your current situation to the new strategy in preparation for retirement.

5 Retire

Congratulations! You’ve made it.

Holidays, hobbies, family are the beginning. You can relax and enjoy retirement feeling financially secure

6 Manage retirement money

Monitor investment performance. This is critical to the sustainability of your lifestyle and plan.

7 Grow your wealth

Keep your next egg growing while you can

8 Set your ongoing review plan

Check fees, investment performance and if you are on budget to continue forward with enough to live comfortably.

9 Relax and enjoy life

Knowing your plan for the future is in place.

Things to Consider on your Retirement

Once you know how much income you may need, for how long and where it may come from, you can work out whether your retirement planning is on track.

Convert your super into a retirement income

Learn how to turn your super into a regular income.

Help your retirement savings last longer

Explore some ways to help your retirement savings go the distance.

Are you retirement ready?

Our Retirement forecaster can help you see whether you're on track to living the retirement lifestyle you want.

Testimonial

Must Reads

Explore more with our handy tools and tips