About us

The Four Cornerstones of Retirement Planning

Secure Retirement Income Plan

A Secure Retirement Income Plan takes the key retirement risks off the table and focuses on the number one most imporant thing

Chronic Healthcare Protection

It's not a question of if you will need some type of chronic care, but how soon. Protecting your assets is a key plan piece.

Estate Protection

Efficient Estate Protection has a simple, easy to understand plan that passes your assets with the lowest costs and taxation.

Health Care Planning

Choosing the right Medicare Health Insurance plan can be challenging due to all the choices. Our proprietary process makes it easy.
about us

We are here to help make your retirement easy and SAFE

Safe Income Plan
95%
Medicare Health Plan
97%
Estate Plan
54%
Chronic Healthcare Protection
38%

A sound retirement plan doesn’t need to be complicated or hard to understand. In fact , it should be just the opposite. The easier for you to understand, the better.

We take great pride in finding out what’s important to you, then crafting a safe plan to make it happen. A plan where you don’t have to worry about running out of money. A plan that removes risk.  A plan you understand.

Video

How Safe Retirement Plans Work

Why choose us

There are so many “Experts”, why choose us?

Too many times, we saw people entering Retirement with entirely too much risk and without a plan for protected, lifetime income. We often saw people who’s planners were not looking at the big picture and how all the parts of retirement are intertwined. We felt it was time to offer people complete, easy to understand solutions that addresses all of their planning needs and takes the key retirement risks off the table

Expert team

Our team has over 50 years combined experience and 15 years working together to help clients

Exclusive Solutions

Some of our protected income solutions are only available to an exclusive group of advisors who focus on protection of your assets

Comprehensive Services

The 4 areas of retirement are tied together.  Our plans address all aspects, risks and opportunities.

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Melbourne, Australia
(Sat - Thursday)
(10am - 05 pm)

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