How it works

Crunching all the numbers and working out how much is going to be enough for all your retirement years is not an easy task. That’s where we can help.
1
Get in touch with us today. We’ll send you details on how you can make an appointment for a free initial consultation with one of our qualified and friendly team. There’s no obligation or pressure to sign up.
2
We’ll work with you, online and over the phone, to help you provide us with all the details we need to analyse your retirement position so we can start working on the best solution for you.
3
We’ll need to meet up and talk – via an online meeting (with an option for face-to-face meetings in Perth and Adelaide only) – so we can find out more about you and your retirement income goals.
4
Everyone's situation is different, and we’ll work with you to figure out if a reverse mortgage or equity release facility is a viable option and long-term strategy for you.
5
And with the different types of reverse mortgages and equity release products on the market, we will also determine exactly which one best meets your individual needs.
6
We’ll give you all the information, including illustrations on how reverse mortgages/equity release products can work for you, so you can make an informed decision on how you’d like to manage your retirement finances.
7
If you do decide to proceed, we’ll invite you to sign-up which includes payment of our fully disclosed upfront fee, and we’ll get to work on your comprehensive retirement income and funding plan.
8
Following receipt of your signed authority and payment, we will present you with a full Advice Statement which will include a long-term income strategy (from your current age to at least age 90) and a recommendation for the right credit product (i.e. reverse mortgage) for you.
9
It doesn’t end there. We’re here for the long haul. Our team will stay with you through the loan application process, settlement and beyond. We’re on call to review your situation and provide updated advice and recommendations as the years roll on, or your circumstances change.
We’re always here to inform, assist and guide you so you can live your good life in retirement.

Interested in learning more?

Smooth Retirement is available NOW nationwide with special lifetime discounts being offered until July 2019.
© Smooth Retirement Pty Ltd
AFSL and Australian Credit Licence # 510015
ABN 46 619 010 445
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