Financial advice for a fulfilling retirement
We help pre-retirees and retirees reduce financial stress, make smart investment decisions and navigate life after work with confidence.
You don’t have to work it out alone. We’re here to guide you through every stage of retirement, providing clear advice, steady support and a plan that helps you live the life you want — not just a financially secure one.
Because great financial advice isn’t just about money. It’s about helping you live well.
Who we help
If you’re in your 50’s or beyond and want clear, practical advice you can trust, you’re in the right place.
We work with individuals and couples who value long-term partnerships and want guidance that grows more meaningful over time.
Clear advice. Trusted relationships. Real peace of mind.
Smart financial advice that changes retirement from “Will I be okay?” to “I can’t wait.”
Advice that focuses on what matters most to you
We start by getting to know you — your values, goals, priorities and timeframes.
By understanding what’s important to you, we work together to create a strategy that supports the life you want to live, now and into the future.
A well-designed financial plan gives you clarity, confidence and a practical framework for decision-making as life evolves.
From our first meeting through to implementation and ongoing reviews, you’ll receive personalised advice and support aligned with your circumstances.
Thoughtful, personalised care
Based in Perth, WA, we’re deeply invested in the people we work with.
We take the time to build genuine relationships, stay closely involved and support our clients through every stage of life.
Your wellbeing and peace of mind really matter to us.
Sandy
“I feel completely at ease talking to Michele. Her expertise and clarity make understanding my financial situation simple and stress-free.”
Ryan & Leigh
“We wouldn’t be in the financial position we’re in if it wasn’t for the advice we’ve received.”
Bradley & Nicola
“What we value most is the reassurance that someone we trust is looking after our finances. It gives us real peace of mind and means we don’t have to think about it constantly.”
Join our newsletter
Subscribe to receive our latest updates in your inbox.