A Western Australian retirement planning consultancy, helping individuals and families prepare for a financially secure and fulfilling retirement.
Pension Preppers (Australia) Pty Ltd was founded on a simple belief: every Australian deserves to retire with dignity, security, and confidence — regardless of their starting point.
Based in the Embleton/Morley area of Perth (WA 6062), we specialise in retirement and pension preparation consulting. Our team helps clients navigate the complexities of superannuation, Age Pension eligibility, transition-to-retirement strategies, estate planning, and post-retirement income structuring.
We work with pre-retirees, recent retirees, self-funded retirees, small business owners planning their exit, and families seeking clarity about their long-term financial security.
As a registered Australian company (ABN 85 696 946 568 / ACN 696 946 568), we operate in full compliance with the Corporations Act 2001, the Australian Securities and Investments Commission Act 2001, and the Australian Consumer Law.
Book a ConsultationOur mission is to empower Western Australians to take control of their retirement future. We cut through the complexity of superannuation law, Centrelink processes, and financial jargon to deliver clear, actionable plans that our clients can trust.
"The best time to plan for retirement is 20 years ago. The second best time is today."
We explain complex financial concepts in plain language. No jargon, no confusion — just clear guidance you can act on with confidence.
Independent, unbiased advice with no hidden commissions. We act in your best interest — always.
Retirement is deeply personal. We listen to your goals, fears, and aspirations, and build plans that reflect what matters most to you.
We don't wait for legislation changes to catch you off guard. We monitor, adapt, and communicate — keeping your plan current and optimised.
Our team brings together decades of combined experience in superannuation, financial planning, Age Pension administration, and retirement consulting.
Oversees the strategic direction of Pension Preppers — from client engagement and service development through to regulatory compliance and business growth across Western Australia.
Leads the delivery of retirement planning, superannuation optimisation, and transition-to-retirement strategies for individual clients and couples.
Manages Age Pension applications, Centrelink liaison, assets and income test modelling, and ensures all advice complies with current government legislation.
Whether you're just starting to think about retirement or you're ready to lodge your Age Pension application, we're here to help.