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Retirewell Financial Planning Pty Ltd

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Retirewell Financial Planning Pty Ltd

Mission statement:

Our Mission is to help our clients:
Organise their financial affairs;

Create and protect wealth during working years; and

Achieve financial security and peace of mind in retirement.

Profile:

Retirewell is committed to doing what is best for our clients, most of whom are self-funded retirees, professionals, executives, or small business owners.

That means a strong adviser-client relationship, supported by extensive resources and experienced financial advisers with expertise in a wide range of wealth management disciplines.

We deliver customised solutions and personal service backed by an unwavering dedication to professional integrity.

Retirewell’s services for high net worth clients include:
Handling the impact of significant wealth events (sale of a family business or property, retirement with significant assets, an inheritance, etc)

Developing customised portfolios incorporating sophisticated investment strategies

Tax minimisation strategies
Asset protection strategies
Exit strategies for business owners
Use of trusts for estate planning
Legacy planning and charitable giving design

History:

Retirewell Financial Planning Pty Ltd is a boutique practice in the Brisbane CBD which was founded in late 1995.

Tony Gillett is the founding director. You can read his profile here.

For its first 9 years, the firm operated from an office on Level 24, 288 Edward Street.

Alan Baker joined Retirewell as an associate director in early 1997. You can read his profile here.

In early 2005, the practice relocated to its current office on Level 24 of 141 Queen Street, in the mall on the corner of Albert Street. It is a convenient location with wonderful panoramic views of the city from the wrap-around balcony.

The building used to be called the T&G Building (after Temperance & General Life Insurance Company, which was taken over by National Mutual many years ago before becoming Axa). We are told that our office, which occupies all the tenanted space on the top floor, used to be the T&G boardroom.

(A tip for those visiting our office for the first time: You need to change lifts on Level 22 to get to our floor, as the high-speed lift only goes that far.)

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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