You pick a time for your free 15‑minute Retirement Clarity Call and answer a few quick questions about your situation. On the call, we map out where you are now, what retirement you want, and the key gaps.
If we both feel there’s value in going further, I’ll explain how a full Retire With Confidence Roadmap works and what it costs. If not, you still leave with more clarity and no obligation.

This is built for Australians aged 45–60 who:

Have at least $300k in super (individually or combined as a couple), and

Want a clear, written plan for when they can retire and how much they can safely spend.

If you’re outside that range or not sure, you can still apply – if I don’t think I can genuinely help, I’ll tell you straight.

No. The Clarity Call is for education and planning only.
We talk through your numbers, options, and next steps in plain English. I only discuss formal advice and ongoing service if you ask and it actually looks like it would put you in a better overall position than doing nothing.

If you’re in a couple and you make money decisions together, it’s best if both of you can attend so you’re on the same page from day one.
If that’s not possible for the first call, we can still start with one of you and bring your partner in later.

Nothing fancy. If you can, have a recent super statement, an idea of your mortgage balance, and a rough idea of your current income and savings. If you don’t have exact numbers, that’s okay – we’ll work with what you have and fill in the gaps later.

The Retirement Clarity Call itself is free.
If, after that, you decide you want a full Retire With Confidence Roadmap, the fee depends on your situation and how complex your advice needs to be. On the call, I’ll walk you through what’s involved, what you’d receive, and the exact fee before you decide. If it doesn’t make sense for you, you’re free to say no.