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Smart move. Clarity about what "enough" means is the first step to enjoying your Go-Go years with confidence...
Book Your Retirement Clarity Call
A focused 20-minute phone call to uncover what's on your mind and show you how our 3-phase Retire Well Roadmap can give you clarity and confidence as you step into retirement.
How the call works:
We start with you: What's on your mind about retirement right now?
We surface roadblocks and blindspots: What's unclear, what's urgent, and what's holding you back.
If there's a fit, we'll walk you through our Retire Well Roadmap designed to give you clarity and confidence about your retirement.
What you'll walk away with?
Clarity on your top decisions and immediate next steps.
A clear yes/no on whether it makes sense to get this sorted now with our help.
Book your complimentary Clarity Call below...
FAQ...
What's the catch?
None. It's a complimentary call to help you gain clarity. If there's a good fit to continue, we'll clearly explain the next steps. If not, you'll still know your next move.
How much experience do you have?
Glenn has been advising clients on retirement planning for over 20 years where the focus is solely on helping couples and individuals prepare and transition into retirement confidently and safely. Advice provided but not limited to cashflow planning, spending, superannuation, self-managed super funds, income streams, investment risk, investments, tax, super contributions, downsizing, lifetime pensions, Centrelink, investment structures and more.
Are you tied to any products?
No. We are not tied to any specific products or receive any payments from product providers. Our recommendations are driven by your personal goals and circumstances.
Who do you work with?
We work with couples and individuals over the age of 55, planning to retire within the next 7 years or recently retired with accumulated assets over $750k in super, property and other investments.
How big is your firm?
We're a small focused team with the aim of working with 100 couples and individuals. That means you work directly with Glenn (your adviser). Communication is faster and information does not get lost between departments.
How do you get paid?
We work on a fixed fee arrangment dependent on complexity. We'll explain fee clearly before any engagement. There's no cost for the Retirement Clarity Call, and there's no obligation to move forward.
What happens after the Retirement Calrity Call if we want to proceed?
We'll schedule the first call (Retirement Planning Session) via zoom. You'll clearly understand the fee, what you get and timelines before any work starts.
What Our Clients Say...
We had no real idea what retirement would look like. After speaking with Glenn, we now have clarity and confidence about our golden years.” — Clients, pre‑retirees aged 62/63
Excellent communication and a thorough, tailored plan. We’re looking to the future with confidence.” — Client, pre‑retiree aged 60/60
A structured approach helped us define retirement and build a plan. With ongoing support, we’re on track.” — Clients, recently retired
We thought retirement was far off. Within two years of working with Glenn, we retired and have been traveling since—without stressing about money.” — Long-term clients, retired living their best life
Disclosure: Testimonials are from actual clients. They are unpaid, may not be representative of all clients, and are not a guarantee of future results. Results will vary.
Disclaimer: The information contained here and the links has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should before you make any decision regarding any information, strategies, or products mentioned, consult a professional financial adviser to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Before making a decision to to acquire a financial product, you should obtain and read the Product Discolsure Statement (PDS) relating to that produt, together with the Target Market Determination (TMD). Jigsaw Private Wealth is a Corporate Authorised Representative of Spark Advisors Australia Pty Ltd - AFSL 380552.