Retirement Strategies is a Financial Planning practice that has been in operation since 2002. We are situated at 361 Goodwood Road, Westbourne Park, South Australia and we are a proud family owned business.
As a client of Retirement Strategies you can be confident that your financial needs will be handled with care, allowing you to enjoy the important things in life. Begin your journey today.
“We are a small energetic team, creating the Retirement dream”
What sets Retirement Strategies apart is we can offer financial advice that is easy for you to understand. Our services are available to everyone, no matter the situation. Our experienced team will work with you directly to establish a tailored yet, flexible financial plan to suit your needs. With ongoing support from our team, we strive to deliver the best service, allowing you to enjoy the journey of retirement.
Our Process & Cost
From your initial meeting with our Adviser, he will build a detailed picture of your current financial position; including your income, assets, liabilities, commitments and expenses. This is a crucial step that requires you to disclose and provide our Adviser with as much information as possible, as he will then proceed with a thorough and detailed analysis.
We have made our financial planning process as straight forward as possible, so that you can understand all of your options and get the support you need every step of the way. Financial rules and regulations can be complicated, but your financial plan doesn’t have to be. We will design a roadmap to help you get from where you are today to where you want to be tomorrow.
Our initial consult fee is $220 (inclusive of GST), this may be waived should you proceed with our financial plan. Our Adviser charges a fee for work involved to build your financial plan. In keeping with our authentic and personalised approach to working with each of our clients, our fees are calculated on the basis of value enhancement that we create for you and the amount of time and resources that your adviser has dedicated to building your individualised plan. This will be clearly explained and agreed with you at this early stage of the financial planning process.
Retirement Strategies will always take a collaborative approach with all of our clients. We won’t tell our clients what to do as we know that you will only feel comfortable executing a plan, that you have been involved in creating. However, once all agreed upon, we will assist you with the practical and administrative steps required to implement your plan.
We pride ourselves on our relationships with our clients. A commitment and service to our clients is that we accompany you on your whole financial journey. We will keep in touch on a regular basis, long after your plan is put together and when required, refer back to your initial plan to ensure it remains accurate and that your plan is on track. As your life changes and evolves, we will update your plan together with you.