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Founded Year

1990

Stage

Merger | Merged

About Retirement Essentials

Retirement Essentials is a member-based service for seniors to access affordable financial advice for Australian seniors.

Headquarters Location

P O Box 527

North Sydney, New South Wales, 2059,

Australia

300-527-727

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Latest Retirement Essentials News

Link partners with Retirement Essentials

Apr 7, 2021

Link Group has partnered with fintech Retirement Essentials to help customers get ready for retirement by providing affordable and accessible personal financial advice. In an announcement, Link said the service was aimed at getting customers ready by incorporating affordable financial advice on Government Age Pension eligibility with assistance and lodgement of the customer’s Age Pension application via SuperEd’s Retirement Essentials service. Members would also be able to have their application submitted for the Age Pension through the same service. Related News: Link chief executive, retirement and superannuation solutions, Dee McGrath, said: “Our partnership with Retirement Essentials provides an important piece of the puzzle for an all-encompassing retirement solution offering. “Researching and preparing for retirement can be a daunting process. Our clients’ members can now be confident that they have both the systems and advice they need to manage the transition.” Also commenting, SuperEd managing director, Hugh Morrow said: “We are excited to combine our capabilities with Link Group’s technology and existing advisory services to deliver an unparalleled solution for funds with proven benefits for fund members”.

Retirement Essentials Frequently Asked Questions (FAQ)

  • When was Retirement Essentials founded?

    Retirement Essentials was founded in 1990.

  • Where is Retirement Essentials's headquarters?

    Retirement Essentials's headquarters is located at P O Box 527, North Sydney.

  • What is Retirement Essentials's latest funding round?

    Retirement Essentials's latest funding round is Merger.

  • Who are the investors of Retirement Essentials?

    Investors of Retirement Essentials include SuperEd.

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