Let's Go Through Your Retirement Scorecard Results Together.

Once you've completed the assessment, book in with one of our local, Adelaide-based financial planning experts to talk about your results.

As a Senior Financial Planner based locally in Adelaide, I can help you:

Understand Your Scorecard Deeply
We'll break down your Retirement Scorecard results and pinpoint your strengths and areas to focus on.

Personalise Your Retirement Strategy
Discover specific actions you can take based on your scorecard and your unique retirement goals.

Create Your Retirement Roadmap
Together, we'll build a clear plan to help you achieve a confident and secure retirement, based on your scorecard insights.

This free, 2-min assessment will look at the following areas:

Money Habits

What your general spending patterns look like.

Investment Choices

Where you've invested your surplus cash.

Financial Planning

How you've organised your finances for the future.

Saving Skills

Your consistency in setting money aside for later.

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