RA
Retire Advice
Retire Advice: Planificación de jubilación personalizada que se adapta a cada vida.
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Business
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Retire Advice: Planificación de jubilación personalizada que se adapta a cada vida.
Retire Advice es una consultora financiera con sede en Hackett, ACT, especializada en planificación de la jubilación. Las reseñas destacan una orientación personalizada que tiene en cuenta las circunstancias individuales, con explicaciones claras y fáciles de seguir y planificación de escenarios. Los clientes señalan que ayuda a maximizar la superannuation, el momento de la jubilación y las opciones de pensión PSS, a menudo a través de consultas por Zoom desde cualquier lugar.
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Asesoramiento personalizado basado en su situación financiera única, objetivos y calendario, incluidas estrategias de superannuation y pensiones.
Guía experta para optimizar sus fondos de superannuation, opciones de inversión y flujos de ingresos de jubilación fiscalmente eficientes.
Escenarios detallados y planificación para quienes se acercan a la jubilación, cubriendo pensiones PSS y reducciones laborales escalonadas.
Explicaciones claras de los fundamentos de la jubilación, que le ayudarán a entender los conceptos clave y tomar decisiones informadas.
Sesiones por Zoom convenientes para clientes remotos, con compartir pantalla para revisar documentos y discutir planes en tiempo real.
Reclama Retire Advice para actualizar la información, responder reseñas y acceder a las estadísticas.
Calificación general
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.
