Dan Hutchison

Most of the people I sit down with are in their 50s and 60s, looking at retirement in the next five to ten years and wondering if the numbers actually stack up. They live around Springwood, Logan, Brisbane south-side and the Gold Coast. They usually want one thing before anything else: a clear picture of what their money will cover, and for how long. That's where I start. First meeting's free and there's no pressure to do anything after it.

The plan matters because life matters. I use the numbers to make better decisions, not to make the plan feel more complicated than it needs to be. Most clients come in wanting clarity on budget and cash flow before anything else.

If we go further, the fee is fixed and quoted in writing before any work begins. Plans are written in plain English, reviews are short and useful, and the focus stays on what you actually want your money to do.

Great Advice is the trading name of Aetos Wealth Advisors Pty Ltd, an authorised representative of Akumin Financial Planning Pty Ltd, AFSL 232706.