The Golden Years Gameplan

This package is all about providing you with stress-free solutions for retirement with transparent, flat-fee services. We believe that your retirement should be a time of enjoyment, not financial worry. Our comprehensive package is designed to make your retirement journey as smooth as possible.

What you’ll get

Project and Track Your Retirement Future

Through advanced financial forecasting, we'll chart your path to retirement and help you stay on course.

Create Your Retirement Vision

We'll work with you to define your retirement dreams and goals.

Super and Investment Optimiser

We'll help you maximize your superannuation and investment strategies for enjoyment and longevity.

Transitioning to Retirement

We'll guide you through the transition process smoothly.

Visualising your Family Tree

Explore estate planning and wealth transfer to secure your family's future.

Taking care of the fine-print

Understanding your entitlements and keeping across any legislative changes

Pension Support

Get expert support in managing your pension.

Ongoing Support

We are here for you for continuous support and guidance.

Annual Advice Meeting

An annual check-in to ensure your retirement plans are on track.

Frequently asked questions

  • Our annual support packages start from $1,860 p/a for couples and $1,210 for individuals. Additional costs are involved for investment management or other complexities.

  • No - each year you will receive an Annual Review document which includes a Fee Consent Form for the year ahead. You can withdraw your consent at any time or during your review period.

  • We offer flexible meeting options for our clients by either meeting in-person or via Google Meet. You are also able to opt-out of any given year’s meeting, however, we highly encourage clients to meet with us regularly so we can provide the most accurate and up-to-date advice.

  • If you are married, de facto or hold jointly owned assets, Equitem is required by law to provide advice to both parties as a household.

  • Our annual fees can often be paid via Superannuation, by invoice or through a combination of both. This is dependent on the type of advice provided and the circumstances of each client.