Need Advice?

Here is a list of some of the best financial planners, accountants, lawyers and other advisers from around Australia who can assist retirees, pre-retirees or superannuation accumulators with their needs.

If you need more than just general advice, contact one of the professionals listed below to see if they can help.

Don’t feel restricted to seeking advice from professionals just in your area. In this day and age, many professionals have ways of providing advice to inter-state residents.

If you are an adviser or know of one who should be on this page, click here to find out how.

NEW SOUTH WALES (NSW)

James Cruz
Evolution Financial Planning

Providing highly-personalised advice to Australians at all of life’s stages; with the intention of growing your wealth, protecting it and enjoying it throughout retirement.

BALLINA (02) 6681 1911

VICTORIA (VIC)

Suzanne Poulton
Core Value Financial Advice

An aged care advice specialist helping you make the often difficult financial and emotional transition into aged care. Let me show you the best way to structure assets to achieve higher Centrelink/DVA entitlements and lower aged care fees, while navigating you through the ever-changing aged care rules.

MELBOURNE 1300 944 011

QUEENSLAND (QLD)

Shane Lawler
Core Value Financial Advice

An aged care advice specialist helping you make the often difficult financial and emotional transition into aged care. Let me show you the best way to structure assets to achieve higher Centrelink/DVA entitlements and lower aged care fees, while navigating you through the ever-changing aged care rules.

GOLD COAST 1300 944 011

TASMANIA (TAS)

Charles Badenach
Main Street Financial Solutions
Charles is a Certified Financial Planner® having worked as a financial planner for over 14 years, with previous experience in law. He wrote best-selling ‘Old Head on Young Shoulders‘, and co-wrote ‘How to Choose a Financial Planner‘ and ‘Secrets of Successful Investors‘. Charles has won countless industry awards and is dedicated to helping you find and achieve your financial goals.

HOBART (03) 6173 0070

Rebecca Fergusson
Main Street Financial Solutions
Rebecca is a Certified Financial Planner® with a strong background in accounting. She co-wrote ‘How to Choose a Financial Planner‘ and ‘Secrets of Successful Investors‘. Rebecca has numerous achievements including being recognised as a top practitioner in Australia and Investor’s Adviser Australian of the Year Award. Rebecca looks forward to helping you achieve your goals.

HOBART (03) 6173 0070

WESTERN AUSTRALIA (WA)
SOUTH AUSTRALIA (SA)
NORTHERN TERRITORY (NT)
AUSTRALIAN CAPITAL TERRITORY (ACT)