Business Details
11 Years
experience
Your Trusted Financial Advisers in Williams Landing
Retire Ready FP was established in 2015 as a locally owned practice dedicated to empowering individuals through tailored financial solutions. Our team specialises in retirement planning, aged care advice, and Centrelink assistance, serving clients across Melbourne's west from our Williams Landing office. With a focus on education and personalised strategies, we help clients navigate complex financial landscapes to achieve debt-free retirements, optimise superannuation, and secure government entitlements.Our authorised representatives status with Synchron, Australia's third-largest licensee, ensures access to independent advice free from institutional bias. We prioritise ongoing client relationships, offering customised service packages that adapt to evolving life goals, from consolidating superannuation to planning dream retirements.
Services
Retirement Planning
Centrelink Assistance
Aged Care Advice
Superannuation Consolidation
Debt-Free Retirement Strategies
Tax Deduction Planning
Investment Strategy Review
Ongoing Financial Support
Government Entitlements
Personalised Financial Plans
Details
- Year established: 2015
Highlights and features
- We offer personalised financial planning tailored to individual needs
- Our team has over 15 years of combined experience in retirement planning
- We provide ongoing support with no hidden fees or charges
- Our practice is independently audited by Synchron, Australia's third-largest licensee
- We specialise in Centrelink and aged care strategies unique to Victoria
Associations and certifications
- Synchronised Business Services
What people say
Excellent service
Passionate about helping
Family-like support
Sound retirement advice
Professional and courteous
Services
Retirement Planning
Our retirement planning service helps clients achieve debt-free retirements through tailored strategies. We specialise in superannuation optimisation, tax deduction planning, and income stream creation. Clients benefit from Gloria Mina's decade-plus experience in crafting personalised financial roadmaps that align with individual goals and lifestyle aspirations.
Centrelink Assistance
We manage Centrelink relationships for clients, specialising in Age Pension applications and entitlement maximisation. Our services include eligibility assessments, application lodgement, and ongoing compliance management. Clients receive expert guidance navigating complex government systems to ensure accurate payments and entitlement optimisation.
Aged Care Advice
Our aged care specialists provide comprehensive financial guidance for transitioning to care facilities. Services include bond affordability analysis, asset protection strategies, and pension entitlement reviews. We assist with paperwork management and coordinate with care providers to ensure seamless financial transitions during emotionally challenging times.
Superannuation Consolidation
This service optimises retirement savings through strategic superannuation consolidation. We evaluate fund performance, fee structures, and investment options to create unified, tax-efficient portfolios. Clients benefit from improved asset visibility and enhanced growth potential through our expert fund selection and management strategies.
Ongoing Financial Support
We provide continuous financial stewardship through regular portfolio reviews and strategy adjustments. Our service includes market trend analysis, risk management, and life event planning. Clients receive proactive advice to adapt financial plans to changing circumstances, ensuring sustained progress toward long-term retirement goals.
People
Gloria Mina
Director/Financial Advice Specialist
Gloria Mina founded Retire Ready in 2015 after a decade in financial services. With qualifications from RMIT and Kaplan, she specialises in retirement planning and aged care strategies, prioritising client education and personalised financial solutions.
Leanne Dean
Client Services Manager
Leanne Dean brings three decades of finance sector experience to her role. Managing client documentation and processes, she ensures smooth operations while leveraging her organisational expertise to support clients' financial journeys with attention to detail and compassionate service.
Questions
What retirement planning services do you offer?
We specialise in debt-free retirement strategies, superannuation optimisation, tax planning, and income stream creation tailored to individual circumstances.
Do you help with Centrelink claims?
Yes, we manage Age Pension applications, entitlement assessments, and ongoing Centrelink compliance for clients across Victoria.
What aged care financial advice do you provide?
We offer bond affordability analysis, asset protection strategies, and paperwork management for transitioning to aged care facilities.
Are your financial advisers qualified?
Our team holds advanced qualifications from RMIT and Kaplan, with specialist accreditation in aged care and retirement planning.
What areas do you service?
We serve Melbourne's western suburbs including Williams Landing, Point Cook, Werribee, and surrounding regions.
How are your fees structured?
We charge transparent fees for specific services including $350 for discovery meetings and $1,100 for Age Pension assistance.
