What is your Retirement Score & What to do Next?

Potentially unlock $10,000's in opportunities

A Private Retirement Diagnostic for Australians with $1M+ in investments, super, upcoming inheritance or asset sales.

Answer a few multiple choice questions and receive a personalised private report instantly.

  • Discover ways to boost your retirement income and super

  • Identify retirement gaps, opportunities and risks to act on

Includes Death Tax Diagnostic, Retirement Projection Tool plus personalised videos & guides from proven 7-Step Framework.
Created by Roger Perrett - Top 50 Financial Adviser from ~15,000 (Financial Standard)
Regular TV & Media Contributor

⭐4.97 Stars | Adviser Ratings Platinum | Private & Free | Yours to Keep

Trusted & Seen In
Australian Financial Review (AFR) - The Australian - Livewire Markets plus,
 

Dear Future Retiree,

If you want the fastest, simplest, and most certain way to see how you are placed for retirement… this could be the most exciting message you read today.

 
 
Your Dream Lifestyle
Imagine waking up each day with the freedom to do what you truly love — exploring hidden corners of the world, nurturing your passions, or simply cherishing moments with loved ones.
 

Sounds amazing, right?

 
 

The Reality Check
But you know there are gaps:

  • You may have put things off or tried to manage retirement yourself
  • You’re worried your lifestyle could go backwards
  • You’re unsure how to fund your retirement for the long term
  • You're not sure if your current strategy will deliver the retirement you've planned for.

I am with you.

 
 

The Villains in Your Retirement Journey
Many forces can silently sabotage your retirement plans:

  • Inflation Invader – steadily eroding your lifestyle as prices rise
  • Rulebook Rascal – ever-changing tax and super rules making planning complex
  • Profit Predator – investments can be confusing and emotionally draining
  • Guilt Gremlin – regret from past decisions or missed opportunities

Without clarity, these villains could quietly cost you tens of thousands of dollars in missed opportunities.

 

Why DIY Isn’t Enough
Trial and error rarely works with retirement planning, and without clear guidance it's easy to miss opportunities or make costly mistakes.

  • Most accountants don’t provide full retirement advice anymore
  • Buyers agents focus on property alone so your super, tax and income strategy goes unadvised.

You want to do better, and you want to know what’s possible.

 

Your Guide
I’ve been a Financial Adviser for 26+ years, advising high-net-worth individuals and families.

I’ve seen hundreds of retirees navigate these exact challenges.

I know what works and what doesn’t.

 

The Solution
To make it easy, I created the Private Retirement Ready Diagnostic:

  • Quick, multiple-choice questions
  • Provides a personalised report in minutes
  • Highlights opportunities and risks you may never have considered

It’s based on my 7-Step Wealth Creation Framework, built from advising Sydney’s wealthiest professionals for over 26 years.

See exactly your opportunities

⏱ 3 minutes - Free - Private - ⭐ 4.97 Stars - Top 50 Adviser 

Here’s just a fraction of what you will discover inside your free personalised report…

 7 Steps of my Wealth Creation Framework

An exclusive, proven formula used time and time again to create wealth for high net-worth clients.

Your personalised report scores you across each of these 7 steps — showing exactly where you're strong and where attention is needed.

1. Create Exciting Plans

Prepare for life’s significant moments, such as exciting holidays, retirement, caring for elderly parents, assisting children with home deposits, downsizing, receiving inheritances, and renovating. Manage these crucial events, ensuring a fulfilling retirement lifestyle.

2. Generate Income

Focus on creating a tax-free income stream (0%) for retirement, designed to last a lifetime. Generate sustainable, tax-efficient income that not only supports you in retirement, but also helps in building wealth for your lifestyle or further financial growth during your earning years.

3. Minimise Tax

Reduce income tax and capital gains tax both now and in the future. By implementing effective tax minimisation strategies, ensure the longevity and sustainability of your wealth and income.

4. Optimise Debt (if applicable)

Distinguish between ‘good’ debt from ‘bad’ and employ optimal debt management strategies. This includes evaluating interest costs and debt reduction versus making superannuation contributions.

5. Invest Wisely

Align your investments with your desired performance level and risk tolerance. Using research-backed investment strategies and conducting regular portfolio reviews to ensure consistent performance and mitigate risks during market downturns.

6. Protect Assets

Use asset protection strategies that are designed to safeguard your wealth within the family lineage, protecting against potential family, legal, or business risks. This includes plans to secure your finances in cases of income loss, injury, or illness.

7. Gift Funds & Create an Inheritance

Plan effectively for gifting to children or charities and creating a lasting inheritance. Ensure that your assets are distributed according to your wishes to your intended beneficiaries after your passing.