Section library
Component presets
Navigation and section presets rendered with the ifs-advisers theme,
realistic demo content, and a sequential scheme cycle.
Navigation
Header presets are selected in site.config.ts and share the same tokens as sections.
default · Default navigation — Logo, primary navigation and optional CTA. Use for general client sites.
ifs-adviser · IFS adviser navigation — Logo paired with the IFS Trusted Adviser seal, separated by a vertical divider.
Hero
Primary page hero with split or centered layouts, optional image, CTAs and proof points.
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Retirement planning with fewer blind spots
Advice that helps you make confident financial decisions
Bring together superannuation, investments, retirement income and family goals in one clear plan before you make irreversible choices.
4.8/5
Client satisfaction
Based on post-advice feedback
18+ yrs
Advice experience
Across retirement and SMSF strategy
Hero Form
Lead-generation hero with configurable form side, optional proof points, testimonial and calls to action.
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Independent financial advice
Clear retirement advice before the decisions get expensive
Speak with an adviser about superannuation, retirement income, SMSF strategy and the trade-offs that matter before you act.
We start with a focused discovery call, then map the advice areas worth exploring so you can move forward with confidence.
The conversation gave us clarity on what to do first, what could wait, and where advice would actually add value.
Margaret Ellis
Pre-retiree client
Start with a short enquiry
Tell us what you are planning for and we will come back with the right next step.
Prefer to read first? See our advice process
Services
Service cards or lists for advice areas, each with optional icon text and links.
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Advice services
Specialist advice for the decisions that matter
Use bento when one flagship service should anchor the page and supporting services need quick scanning.
Retirement planning
Model income, timing, Centrelink interactions and investment risk before you leave work.
Superannuation strategy
Review contribution, pension and withdrawal strategies against your broader household plan.
SMSF advice
Understand whether the control, compliance and costs of an SMSF still fit your goals.
Personal advice documents
Turn complex choices into a written plan with clear recommendations and next steps.
One-off review sessions
Book focused help when a decision changes, without committing to ongoing advice.
Feature Split
Two-column feature section for about content, checklists or icon-led supporting points.
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Practical advice
Built to make complex decisions easier to discuss
Use this layout when the supporting points need more explanation than a checklist allows.
Plain-English recommendations
Strategies are explained in terms of trade-offs, not jargon or product brochures.
Coordinated specialists
We help identify when accounting, legal or lending advice should sit beside financial advice.
Reviewable decisions
Recommendations include the triggers that should prompt a future review.
Stats
Compact proof section for measurable outcomes, experience or client confidence indicators.
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Proof points
A steady advice process, measured in outcomes
Use stats sparingly for credible context, not inflated marketing claims.
18+
Years of advice experience
350+
Families and professionals advised
92%
Clients who continue into annual reviews
Testimonials
Social proof in single quote, card grid or compact card layouts.
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Client stories
Clearer decisions, calmer conversations
“We finally had a framework for comparing work, retirement and helping our adult children.”
Michael and Anne
Pre-retirees
“The SMSF review helped us separate control from complexity, and decide what was worth keeping.”
David K.
SMSF trustee
“The process brought our accountant and solicitor into the same conversation at the right time.”
Priya S.
Business owner
Trust Bar
Compact proof row for recognition, licence context, logos or credibility stats.
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Trusted advice context
Proof without slowing the page down
ASIC registered
IFS Trusted Adviser
Independent advice
ASIC
Registered adviser
15+
Years experience
0%
Ongoing fees
FAQ
Frequently asked questions with centered or split layouts using the house accordion primitive.
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Questions before advice
Common questions, answered plainly
A few things people often ask before starting a financial advice conversation.
Do I need a full financial plan straight away?
Not always. A first conversation helps confirm whether comprehensive advice is worthwhile or whether a narrower piece of guidance is more appropriate.
Can you help if I already have an adviser?
Yes. We can provide a second opinion, help you understand an existing strategy, or identify questions to raise before making changes.
What information should I prepare?
A rough picture of your income, superannuation, debts, investments and main goals is enough for the first meeting.
Are fees explained before work begins?
Yes. Scope and fees should be clear before advice work starts, so you can decide whether the value makes sense.
Contact
Conversion section with a composed form and optional side information blocks.
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Start a conversation
Tell us what you are planning for and we will come back with the right next step.
Send an enquiry
Not sure where to start?
A short enquiry is enough. We can help you decide whether advice is worth exploring.
Read the FAQPrefer to call?
Use the phone option if the matter is time-sensitive or easier to explain directly.
Call the officeEmail documents later
Do not send sensitive documents until we confirm the secure next step.
CTA
Focused call-to-action band or card for conversion moments between content sections.
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Ready to make the next financial decision clearer?
Start with a short conversation about where you are now and what needs to be decided next.
Team
Adviser/team profiles with compact grid and richer profile-card layouts.
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Advice team
People you can speak with directly
Use the compact layout when credentials matter but bios would slow the page down.
Sarah Mitchell
Senior Financial Adviser
James Carter
Retirement Specialist
Mia Nguyen
Client Strategy Manager
Disclaimer
Compact regulatory or AFSL information block for page footers and advice-context caveats.
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General advice warning
The information on this page is general in nature and does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and seek personal financial advice from a licensed adviser.
Pricing Table
Service packages with price, detail and feature lists for advice offerings.
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Pricing
Advice packages
One-off fees. No ongoing commitments. Choose the level of advice that fits where you are.
Financial Health Checkup
A one-hour question-and-answer session.
$300
1 hour incl. GST
Ask any super / retirement question
Discuss pros and cons of strategies
No obligation to proceed
Factual information only
Personal Advice — Standard
Written Statement of Advice for a single focus area.
From $1,800
Single person, standard complexity
Two adviser meetings
Information collection and analysis
Written Statement of Advice
Presentation and questions session
Personal Advice — Couple
Comprehensive advice for couples planning retirement together.
From $2,800
Couple, standard complexity
Joint and individual strategy options
Combined super and income analysis
Written Statement of Advice
Implementation support if you proceed
Contact Details
Phone, email, response-time and booking information cards.
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Get in touch
How to reach us
Prefer a quick chat? Call or email and we'll point you in the right direction.
Phone
Mon–Fri, 9am–5pm AEST
We reply within one business day.
Response time
We aim to respond to every enquiry within one business day. For booking requests, we'll suggest a time within 48 hours.
Booking a consultation
Use the form below or call us. We'll confirm a time, send a short pre-meeting note, and meet by phone or video.
Topic List
Grouped list of advice topics for pre- and post-retirement planning.
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Topics
Common questions we help with
Pre-retirement
When can I retire?
How much super do I need?
Transition to retirement strategies
Contributions and caps
Retirement
Account based pensions
Age Pension eligibility
Lump sum withdrawals and tax
How long my super will last
Problem / Solution
Two-card narrative: common worries on one side, how you solve them on the other.
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Why Super Helpful?
Retirement feels uncertain. It doesn't have to.
Many people put off retirement planning because it feels complex. We make it clear.
Common worries
How we help
I'm not sure I have enough super to retire.
Plain English first
We explain concepts in everyday language before any recommendation.
I don't understand how the Age Pension works.
One-off fees
Pay for the advice you need. No ongoing arrangements or hidden commitments.
I'm worried I'll make an expensive mistake.
Independent
We're not aligned with any super fund, so advice is based on your situation.
Past advice felt pushy or full of jargon.
No silly questions
If it matters to you, it matters. We start where you are.
Icon Blocks
Multi-column grid of icons with titles and text to showcase credentials, commitments or features.
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Credentials & Commitments
Qualified, professional and personal
We break retirement decisions down into simple choices so you can move forward with confidence.
Registered financial adviser
Registered under ASIC on the Financial Advisers Register (FAR) for peace of mind.
Over 15 years experience
Guiding Australians through the complex superannuation and pension rules.
Completely independent
We are not owned by or associated with any product provider, bank, or super fund.
Pure fee-for-service
We charge clear, one-off project fees with absolutely no ongoing commissions.
Instagram Carousel
Scrollable carousel of Instagram posts with an optional profile link for social proof and engagement.
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Follow along
On Instagram
Practical tips, behind-the-scenes insights and the occasional reminder to check your super.