Transition to Retirement Calculator

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Transition to Retirement Recent Posts

Client Feedback on our TTR service


 

Jenny P - Narrewarren:

Feedback Received on May 23rd, 2015

Thank you to Adam Watts for all the assistance you gave me when considering my Transition to Retirement plans. I found the prospect daunting at first until I found your website. You helped me get a better understanding of how this can benefit me and thanks to your advice, I am now over $82,000 better off at age 65.


 

Allan and Amanda M - Brighton:

Feedback Received on March 12th, 2015

It's about time that advice came down in price. We really appreciated the detail of the report prepared for us. It helped us better understand what TTR is and how we could benefit from it.

At $795.00, the financial plan was very good value.

The analysis that was completed on the costs of our managed funds has saved us in excess of $1,400 per year.

We chose to have Anthony Stedman and his team implement the advice as well. This made the changes easy and it is working like a charm. You can tell they know what they are doing.

Thank you


 Sue W - Narre Warren:

Feedback Received on February 16th, 2015

Thank you Anthony for the simple explanation. I felt intimidated becuase I didn't understand how this all worded. Your explanation using the $1.00 in your pocket example made it so much easier to get my head around the whole concept.

An additional $55,400 in retirement will go a long way to helping us buying a new caravan for our travel around Australia as gray nomads.

Thanks