A direct introduction — not a sales pitch
Plan the retirement
you actually want.
Start with a free 30-minute strategy call — no pressure, no sales pitch.
All advisers certified in Australia · 10+ years experience
Your free session
What you'll get from your free strategy session.
You're busy. You want a retirement plan that works — not one filled with guesswork or generic advice.
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Match with a licensed adviser
Get connected to a licensed financial adviser with 10+ years of experience.
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Clarify where you stand
Get clear on your current financial position and your retirement goals.
No jargon. No upsell. Just real guidance from a licensed professional.
Schedule Your Free CallHow it works
They do the work, you enjoy the results.
We connect you
We introduce you to a vetted local adviser — matched to where you are and where you want to go.
Book your session
Choose a free strategy session over Zoom or phone — whichever works for you.
Review in 30 minutes
We review your financial picture, answer your questions, and show a smarter path to retirement.
So you can sit back, relax, and enjoy the results without lifting a finger.
An honest fit check
Who we work with.
We'd rather be straight with you than waste your time. Here's who this is — and isn't — for.
This is for you if…
- You're aged 45+ and preparing to structure your wealth for retirement.
- You want a direct introduction to a vetted local financial planner.
- You'd rather skip the hassle of finding the right expert yourself.
Probably not for you if…
- You're under 45 and not yet planning for retirement.
- You want to manage everything entirely on your own.
If it's not the right fit, we'll say so. That's respect for your time.
All advisers are certified in Australia.
10+ years of experience, vetted and local.
"I finally understood where my super actually stands. Thirty minutes, no jargon, and no one tried to sell me anything."
Margaret R.Age 58 · Brisbane
Straight talk about how this works.
Meet My Adviser is a client acquisition service and does not provide financial advice. We may receive a fee for introducing you to an adviser — the call is always free to you.
The next step
Book your free strategy session.
We'll meet over Zoom or phone — whichever works for you. 30 minutes, free, no obligation.
Book My Free CallNo pressure · No sales pitch · Certified Australian advisers