Smooth Retirement works with financial services professionals, providing specialist, outsourced expertise in equity release.
We understand and respect the relationships you have with your clients and we seek to enhance and support those relationships, adding value to the services that you provide.
Our focus is solely on delivering scoped advice as well as the facilitation of equity release as a means of providing additional funding in retirement.
We provide strategic advice on retirement income streams under our AFSL and equity release product advice and recommendations under our Australian Credit Licence.
We have created smart technology capable of modelling long-term projections on a client’s retirement income needs, taking into account all their income producing assets – including the family home, superannuation (account-based pension) and any other income.
We also have the unique capability to compare equity release products and determine the best solution for a client, based on their individual needs and goals.