RA
Retire Advice
Retire Advice: Personalized retirement planning that fits every life.
5
Business
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Retire Advice: Personalized retirement planning that fits every life.
Retire Advice is a Hackett, ACT-based finance consultant specializing in retirement planning. Reviews highlight tailored guidance that considers individual circumstances, with clear, easy-to-follow explanations and scenario planning. Clients note help with maximizing superannuation, retirement timing, and PSS pension options, often via Zoom consultations from anywhere.
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Tailored advice based on your unique financial situation, goals, and timeline, including superannuation and pension strategies.
Expert guidance to optimize your super funds, investment options, and tax-efficient retirement income streams.
Detailed scenarios and planning for those nearing retirement, covering PSS pensions and phased work reductions.
Clear explanations of retirement basics, helping you understand key concepts and make informed decisions.
Convenient Zoom sessions for remote clients, with screen-sharing to review documents and discuss plans in real-time.
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Overall rating
Trent Donohoo
James came recommended by a friend who said he was impressed by the way James gave all his friends quite different advice, because James takes everyone’s unique circumstances into account to tailor the advice to their individual situation. We took our friend’s advice and used James for our own rather unique situation. Exactly as we’d been told, James went through our specific situation and gave us incredibly tailored advice that answered so many questions and made us both feel as though retirement isn’t going to be a pipe dream. He is easy to speak with, very knowledgeable, clearly very experienced, and illustrates everything in a way that makes it very easy to follow as he goes. It was money very well spent and he wasn’t crazily expensive either. Would recommend him to anyone - especially if you’re on the downhill run to retirement in a few years.
Geoff Edwards
Highly recommended. James is friendly, engaging and very knowledgeable. He was able to help us understand our current situation with clarity and how we can maximize our superannuation.
Jo B
James provided clear and thoughtful advice, very helpful as I'm planning to transition to retirement in the coming years. James took the time to understand my position and goals and then worked through a few different scenarios and how they would impact me and my PSS pension. These options included enough detail to really understand the differences and start to make plans with confidence.
Simon Rowell
I really enjoyed meeting with James. He gave me some really clear advice and plenty of food for thought to help me start thinking about retirement. We covered a lot of financial fundamentals and I feel like I got a much better idea about what I should be thinking about to plan my future. Highly recommended!
Jessica Smith
I was head strong in believing I needed to work another year before I would be able to retire. Two weeks after my session with James I was retired! I was initially referred to him by my brother in Canberra as many of his colleagues had spoken very highly of him and the accurate financial advice he provided to them. I live in QLD so we used Zoom which worked extremely well, James was well prepared and was able to share, show and discuss documents I had sent him on the screen as we spoke. James provided very clear, concise information and explained everything in detail, but in an easy to understand manner. I have subsequently been asked by several of my colleagues for James' contact details as they are keen for a consult too.
