Securing Your Future, One Fund at a Time.

Get Your Free Consultation

Our Journey to Your Secure Retirement

Established 2010

Founding Vision

Safe Aussie Retirement was founded with a clear mission: to provide transparent, reliable, and personalized pension advice to Australians.

2015 - Expansion

Growing Our Expertise

Expanded our team of certified financial planners, bringing in diverse expertise in superannuation and investment strategies.

2020 - Digital Transformation

Enhanced Client Experience

Launched our secure online portal, allowing clients easy access to their portfolio, reports, and consultation scheduling.

2023 - Industry Recognition

Award-Winning Service

Recognized as a leading retirement planning firm in Australia for our client satisfaction and innovative strategies.

November 2025 - Future Focus

Your Retirement, Our Priority

Continuing our commitment to help Australians achieve a comfortable and secure retirement with tailored advice and support.

Our Expert Services

account_balance_wallet

Pension Fund Review

Comprehensive analysis of your current pension and superannuation funds to identify growth opportunities and potential risks.

trending_up

Retirement Planning

Tailored strategies to help you achieve your retirement goals, including budgeting, investment advice, and withdrawal plans.

support_agent

Ongoing Support

Continuous monitoring and adjustments to your financial plan, ensuring it evolves with your life and market changes.

Why Choose Safe Aussie Retirement?

check_circle

Personalized Strategies

We understand that every individual's retirement journey is unique. Our plans are custom-tailored to your specific needs and aspirations.

Tailored Advice
security

Unwavering Security

Your financial security is our top priority. We employ robust strategies to protect and grow your retirement savings.

Protected Investments
leaderboard

Proven Track Record

With over a decade of experience, we have a strong history of helping Australians achieve their retirement dreams.

Experienced Planners

Our Flexible Consultation Plans

Starter Consultation

$199

  • check Initial 1-hour consultation
  • check Basic fund review
  • check General advice on superannuation
  • check Digital summary report

Executive Package

$999

  • check Unlimited consultations (1 year)
  • check Advanced portfolio management
  • check Estate planning integration
  • check Dedicated financial advisor

Client Success Stories

Case Study 1

The Henderson Family

Pension Optimization
Case Study 2

Sarah's Early Retirement

Retirement Planning
Case Study 3

David's Investment Strategy

Wealth Management
Case Study 4

The Miller's Retirement Income

Income Planning
Case Study 5

Emma's Super Consolidation

Superannuation
Case Study 6

Young Professionals' Head Start

Early Planning

Our Impact in Numbers

groups

2000

Happy Clients

paid

5

Million AUD Managed

verified

10

Years of Experience

leaderboard

96

% Client Satisfaction

How We Secure Your Retirement

1. Initial Assessment & Goal Setting

add

We start by understanding your current financial situation, future aspirations, and risk tolerance. This forms the foundation of your personalized retirement plan.

Initial Assessment

2. Strategy Development & Optimization

add

Our experts craft a comprehensive strategy, optimizing your superannuation, investments, and tax efficiency to maximize your retirement funds.

Strategy Development

3. Implementation & Ongoing Support

add

We assist with the implementation of your plan and provide continuous monitoring, adjusting as needed to ensure your financial health is always on track.

Implementation & Support

Get Your Personalized Consultation

Or call us directly:

(03) 8654 2973

Email us:

[email protected]

Our Address:

24 Mugga Way, Red Hill ACT 2603, Australia