Book Complimentary Retirement Planning Call
 

 

If you're wondering how you can live life in retirement, free from worry about your financial future, then welcome!

 

 

 

 

We specialise in helping women navigate the many daunting decisions that arise when planning for retirement.

 

Whether you're planning in advance or already retired, we can help you overcome financial overwhelm by:
  • Working through the perfect, tax-effective timing for your retirement
  • Identifying your lifestyle goals, milestones and planning for things important to you such as personal interests, hobbies, charities and family needs
  • Working through how much you'll need to have a comfortable future, long term
  • Helping you eliminate any remaining financial debts or commitments
  • Assisting with transition to retirement strategies to maximise your future savings
  • Establishing tax effective, risk-appropriate investments and income streams to fill the gaps and provide sustainable cashflow
  • Making sure you're set up to receive any qualifying government pensions and supplements
  • Providing ongoing professional care and support for you and your finances
  • Helping you plan for the unexpected financially
  • Making sure any future legacy you leave isn't at risk of unnecessary taxation by the government
Book your Complimentary Retirement Planning Call Now

"We have the right tools, support, and expertise to help you meet your goals. As women, we hear your voice and understand your journey"

JOIN our community of wonderful clients today, women just like you who have trusted us to put in place manageable steps to financial independence which can set you up for the future!

How getting your finances in order will change your feelings about retirement:

  • You can let go of the stress and anxiety you feel about your finances.
  • You'll have a clear vision of what you need and want to achieve financially for the future, with a solid plan to make it happen.
  • You can wake up without stress knowing that you can do everything you want today without worrying about money.
  • You can be debt free and know that your possessions belong to you alone, not the bank!
  • You will have solid foundations in place for a passive income, so that you are not trading time for money forever.
  • You'll have confidence that your retirement savings are working hard to set you up for a great financial future.
  • You'll be able to dedicate your time to the people and things you love, because the money is taken care of.
  • You'll know that your retirement is about living life’s experiences, rather than worrying about how to make ends meet.
  • You won't have to worry about how things will be for your family when you're no longer around.
Book your Complimentary Retirement Planning Call Now

You don’t need to do this on your own, because our qualified and caring female advisers will help you every step of the way!

We use proven research, strategies, and systems that will help you get on track with your finances. We’ll get this set up for you right at the start so you have the tools at your fingertips to make things work.

We’ll give you a full easy-to-follow documented plan that outlines what you should do on a step-by-step basis and we’ll also share with you the long-term expected results over time… be that in 12 months, 5 years, or 30 years according to your goals!

You’ll have access to our support at any time, either throughout the year or on an ad-hoc basis so you can know we’re here for you whenever you need extra help.

Book your Complimentary Retirement Planning Call Now

How we work with you:

Connect - Call us now for a quick, complimentary chat by phone to make sure we're a good fit and if we can help you.

Collect - We’ll get together in person or online to work through your financial wish list, identify challenges and brainstorm your ideal outcomes.

Create - We’ll work our professional magic, identifying different strategies we can adopt to reach your goals.

Collaborate - Together we'll agree on the optimal plan, the steps and timelines needed and provide a documented plan to follow 

Commit - As a team we'll work together to make sure the strategies are in place, investments and action items taken care of for success

Customise - We'll help you navigate and optimise the plan as life moves ahead to ensure you stay on top financially and maximise opportunities.

 

A message from Michelle and Anna:

 

Coming from "Big Bank" backgrounds (where we were blessed to meet), our female clients used to tell us how they had felt uncomfortable and often intimidated by "men in suits" when it came to their finances.

This led them not to seek advice when they most needed it. What a tragedy!

Women are already financially challenged across the globe and we both felt really passionate about doing whatever we could to help this.

It's because of this that our business Women on Wealth was born... a place where women can talk about everything - their hopes, dreams, worries, families... all in a place where they can feel supported and subsequently get the professional advice they need from highly qualified financial planners, without feeling intimidated or belittled.

We're not owned by any financial institution, we work solely for our clients. This means they can have confidence that we're on their side... always, without exception.

We are proud of what we've built, our community of clients and other businesses who also support our clients along the way. We feel incredibly privileged to have this role, supporting the amazing women we meet every day in achieving their goals and providing them with the peace of mind they need for the future.

 

When women support one another,

incredible finances happen...

 

So let's get started, your first call with us is completely free of charge.

We can't wait to meet you and help you transform your worries into

a brighter future!

 

Book your Complimentary Retirement Planning Call Now