Retire Advice

James was a breath of fresh air in a area that we know nothing about. Working through my husband superannuation specifically PSS. He was so easy to understand and really clearly explained what the best use of the fund that he had put into for so many years were. I would highly recommend James to anyone in a similar situation with a defined benefit superfund. Best decision he made was to talk with James about options.

James came recommended by a friend who said he was impressed by the way James gave all his friends quite different advice, because James takes everyone’s unique circumstances into account to tailor the advice to their individual situation. We took our friend’s advice and used James for our own rather unique situation. Exactly as we’d been told, James went through our specific situation and gave us incredibly tailored advice that answered so many questions and made us both feel as though retirement isn’t going to be a pipe dream. He is easy to speak with, very knowledgeable, clearly very experienced, and illustrates everything in a way that makes it very easy to follow as he goes. It was money very well spent and he wasn’t crazily expensive either. Would recommend him to anyone - especially if you’re on the downhill run to retirement in a few years.

James was thorough and explained things very clearly. He understood my needs and provided me with honest and sound advice. I highly recommend his services.

James at Retire Advice knows his stuff! I was so nervous going into the session because I thought there may be nothing he could do for me. But? He gave me practical advice and several options which he talked me through. I felt relieved when I left and empowered about my next steps towards full retirement.

Highly recommended. James is friendly, engaging and very knowledgeable. He was able to help us understand our current situation with clarity and how we can maximize our superannuation.

James provided clear and thoughtful advice, very helpful as I'm planning to transition to retirement in the coming years. James took the time to understand my position and goals and then worked through a few different scenarios and how they would impact me and my PSS pension. These options included enough detail to really understand the differences and start to make plans with confidence.

James from Retire advice provided excellent, easy to understand, detailed and tailored advice for my financial situation. James is very amicable and easy to speak with and provides advice in plain English with excellent notes. I would recommend Retire Advice if you have any questions about your retirement or superannuation needs.