Financial Adviser Rochedale South
Great Advice is a fee-based financial adviser serving Rochedale South residents from our office at Shop 1/50 Chatswood Rd, Springwood, a short drive south on the Pacific Motorway. Rochedale South is one of northern Logan's larger residential suburbs, anchored by the Rochedale Shopping Village on the M1. We specialise in retirement planning, superannuation, and Age Pension strategy for pre-retirees and retirees across the Logan corridor. No jargon, no commissions on super or investment advice, and a 5.0 Google rating from dozens of local clients. First 20-minute meeting is free.
Great Advice Financial Advisers truly live up to their name. The team is warm, approachable, and takes the time to understand what matters most to you. Their advice is clear, tailored, and easy to act on, giving you real confidence in your financial future.Nick Criticos · Google review, April 2026 ★★★★★ 5.0 on Google · read all 58 reviews ›
How we help Rochedale South residents
Most of the Rochedale South clients we work with are within ten years of stopping work. They've saved reasonably well but they've got questions. Is it enough? What do I do with three old super funds? How does the Age Pension work? What happens if markets fall the year I retire?
We sit down and work through all of it with you. No pressure, no pitching a product. We either help or we tell you honestly you don't need us. Here's what a Rochedale South family typically asks us to cover:
A client story
I called George for some advice after my financial situation changed. I had a 10 minute call where George asked me about my situation. He took some notes and made an appointment to meet me and discuss what he could do. We had another meeting where George showed me a custom portfolio for my particular situation, not a generic portfolio. I highly recommend anybody seeking financial advice to give George and Dan a call.
Steve Johnson · Google review, July 2025
The numbers, not the marketing
Plain numbers beat marketing claims. Here are the actual benchmarks a Logan couple is working against when we build a retirement plan together.
| Benchmark | Single homeowner | Couple homeowners |
|---|---|---|
| ASFA modest retirement | ~$33,000 / yr | ~$47,500 / yr |
| ASFA comfortable retirement | ~$52,000 / yr | ~$73,000 / yr |
| Super balance at 65 for 'comfortable' | ~$595,000 | ~$690,000 |
| Age Pension, maximum fortnightly (Mar 2026) | ~$1,180 | ~$1,778 combined |
| Full-pension assets cutoff (homeowner) | ~$314,000 | ~$470,000 |
| Part-pension assets cutoff (homeowner) | ~$714,500 | ~$1,075,000 |
Sources: ASFA Retirement Standard, Services Australia Age Pension (March 2026 indexation). Figures rounded; actual entitlements depend on your full financial position.
Book a free 20-minute Rochedale South meeting
Bring your last super statement and whatever's on your mind. We'll tell you honestly whether a plan makes sense for your situation.
Book a meeting
How we work with you
Four steps, clear at every stage. The first two are free so you can decide whether we're the right fit before any money changes hands.
Free 20-minute call
We talk about where you are and what you want to achieve. No cost, no commitment. If we're not the right fit, we'll say so.
Discovery meeting
A proper sit-down at our Springwood office (or video if you prefer). 60 to 90 minutes. Still no charge.
Your written plan
We build a specific strategy with projections, recommended actions, and a fee you agree before we start. Plain English throughout.
Annual reviews
We check in every year and adjust for changes in your life, the rules, and the markets. Most clients stay with us for the long run.
Every fee is quoted in writing before any work starts. If it doesn't stack up for your situation, you walk away at no cost. We don't take commissions on super or investment advice.
Local to Rochedale South
Nearby suburbs we also serve
We work with clients right across the Logan corridor. If you're in one of these suburbs, we're your local specialist.
