DFY – See a Financial Planner
Get expert guidance and a complete retirement strategy, tailored to you.
When It’s Time for Expert Help
Planning retirement can feel like navigating through winding roads, confusing detours, and uncertain weather. Sometimes you need more than just a map—you need someone in the passenger seat who knows the way.
That’s what a financial planner is: your expert co-driver. With the Done For You (DFY) path, you’ll have a professional helping you steer through complexity, spot potential hazards, and reach your destination with greater ease and confidence.
Whether your route involves superannuation strategies, Centrelink timing, estate planning or tax savings, this is your chance to relax and let an expert take the wheel.
What a Planner Can Help With
Financial planners are licenced professionals who know the ins and outs of
- Retirement income planning
- Centrelink eligibility and optimisation
- Superannuation strategy
- Investment advice
- Estate planning
- Tax minimisation
- Risk management and insurance
They’ll assess your current location, understand your destination, and build a step-by-step route tailored to you.
“A goal without a plan is just a wish.” — Antoine de Saint-Exupéry
What to Expect
The journey usually looks like this:
1 - Intro Call
You chat about where you are and where you want to go.
2 - Fact-Finding
You share your financial details—super, income, assets, debts - and answer guided questions.
3 - Strategy Session
Your planner researches your current situations and analyses your options, then considers different routes and timing to reach your goals.
4 - Written Plan
They document this in a formal Statement of Advice (SOA) and take you through their final recommendations.
5 - Implementation
Once you agree on a path, they help you put it all into action.
6 - Ongoing Support
If you choose to engage them on an ongoing basis, they will hold periodic reviews with you to check you’re still on track, and tweak your plan as needed.
Fees depend on your needs and the adviser, but most offer a free initial chat to help you get started.
How to Choose a Planner
We recommend working with a licenced, experienced planner who:
- Specialises in the area you need most help with right now e.g. retirement strategies for Australians over 60
- Is listed on the Financial Advisers Register
- Offers transparent pricing and flexible service options
Meet our pLANNERS
Important Notice
Mary Benton is an Authorised Representative of Count Financial Limited (AFSL 227232). Other planners or professionals featured on this website are independent practitioners unless otherwise stated and are not employees, representatives, or authorised representatives of Count Financial Limited. Count Financial Limited does not supervise, endorse, or accept responsibility for the financial services provided by those individuals.
Not Ready Yet?
You can still keep moving forward:
Explore DIY Resources
to build your knowledge on individual topics
Visit the Learning Hub
to pull together an approach in a particular area
Book a Coaching Call
to talk through a single issue or decision
You Are Here: Retirement Roadmap
DFY is the most supported path—ideal for complex roads, unexpected turns, or when you’d rather focus on enjoying the journey while someone else manages the route.
Final Thoughts
If your retirement journey feels unclear, or you just want to know you’re doing it right, a financial planner can help you make the next turn with confidence.
You don’t have to do this alone. With the right co-pilot, you can reach your destination smoother, faster, and with fewer bumps along the way.
