Your retirement
Clarify the timeframe, lifestyle and questions you want the plan to answer.
For Australians planning retirement
Build a retirement plan around the life you want to fund.
Connect your super, investments, protection and retirement decisions in one personal plan.
Complete the short formDepending on your answers, you may be invited to book an obligation-free initial consultation.
Bring the decisions into the same conversation.
Your super balance is one part of retirement planning. The useful work is understanding how the pieces support the future you're planning for.
Your super and investments
Review how current structures and investments fit the retirement objective.
Your wider plan
Include protection, estate planning and SMSF decisions where they affect the answer.
See how a personal retirement plan begins.
The first step is understanding the life you want to fund, what you've already put in place and which decisions deserve attention.
Example video explainer
Tell us what you're trying to plan.
Complete the short form. Depending on your answers, you may be invited to book an obligation-free initial consultation.
A clear path from question to advice.
Personal recommendations only come after the proper discovery and advice process.
01Understand your situation
02Discuss your objectives
03Agree the advice scope
04Prepare written advice
05Implement and review
Plain explanations and personal advice.
These excerpts are published on Wealth Planning Partners' official testimonials page. Each account reflects one client's experience and doesn't predict yours.
“Her ability to translate ‘industry jargon’ and documents to enable me to fully understand the pros and cons of each investment opportunity has been most valuable to me.”Racheal Nasmith
“I have found Amanda to be honest in her dealings with me and that she had my best interests in mind, by taking into account what I wanted to achieve.”Russell Alexander