About Us

About us

Smooth Retirement has been created by a team of creative and innovative financial planners and financial services professionals.

We aim to help Australian retirees – especially the great number of ‘baby boomers’ – discover and learn about all their options for accessing equity release to live a good life.

We’re proud of our brand-new service, and of the possibilities it offers for making equity release more achievable and better understood as part of a long-term retirement income solution.

‘Helping Australian retirees live better’


Smooth Retirement co-creator and CEO Scott Phillips explains how the company was created – specifically to help underfunded and financially stressed Australian retirees.

Why Smooth Retirement is different

Created specifically to help Australian Baby Boomers

Only all-in-one equity release advice and broking business

Australian (majority) owned and operated

Transparent, up-front fees

Sets new industry benchmarks in client services and education

Exceeds regulatory and licensing requirements

One-of-a-kind smart technology provides a unique service.


The Smooth Retirement story, from our Humble beginnings to Smooth Retirement today.


We are a group of driven and dedicated professionals who bring our wide expertise and knowledge to you.


All of our awards and achievements over the years.

We can help you maximise your retirement income

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