Vet any Brisbane financial adviser in about ten minutes with four checks. The ASIC Register, qualifications, AFSL, and fee disclosure. Then the questions that sort the good ones from the rest.
Between five and ten years out is the window where good advice pays for itself. What a pre-retirement adviser actually does, what it costs, and when timing really matters.
A practical checklist for the ten years before retirement, covering super, the Age Pension, insurance, debt, and estate decisions, in the order that matters.
Don't miss these 7 superannuation strategies before 30 June 2026. Carry-forward contributions expiring, cap changes, and EOFY moves that could save you thousands. Brisbane financial advisers explain.
How much super you need to retire comfortably in Australia, using the ASFA benchmarks, how the Age Pension fits in, and what to do if you are coming up short.
