Financial Planners

At Rethink Retirement, we have developed a one-on-one mentoring programme to assist you in developing your questioning and listening skills. It’s about each client’s outcomes – their life goals.

We provide you with online tools and training to assist you and your clients to systematically explore their retirement options and open up new discussions around what those retirement years will look like.

Where appropriate, our team assists you and your clients with access to other specialists when those non-financial goals cause roadblocks that require further exploration with professional assistance.

Our online tools and training include:

• Simple online Retirement Readiness Questionnaire
• Comprehensive online Retirement Success Profile
• Team based onsite adviser training sessions
• Webinars

We provide access to specialists that deliver:

• Rethink Retirement seminars
• Joint client presentations and meetings
• Access to allied specialists