ABOUT US

At Retirement Mentors, we specialise in retirement financial planning.  Principal Planner, Stuart Carboon has been helping clients achieve their retirement goals in the Geelong region since 2000 and takes great satisfaction in helping his clients achieve their retirement dreams by providing them with a high quality, personal service that is built on trust and ongoing support.

We work with our clients to ascertain their retirement goals whether it be , saving for an early retirement, maximizing retirement nest eggs, retirement income needs, reducing the impact of tax leading up to or in retirement or accessing Centrelink entitlements such as health care cards or a pension.

We are a local, privately owned and operated business meaning we are not owned by a fund manager, bank, or any other financial institution.

It is our job to see clients through their pre and post retirement life stages and assist them with their financial decision making. They trust our financial expertise and know that we always have their best interests at heart.

We run a family business and ensure that our customers are taken care of and feel that they always have someone they trust and can rely on to help them with their financial wellbeing. We aim to explain complex financial solutions and strategies in plain English.

We offer a no obligation initial meeting and encourage everyone to seek advice from a qualified financial planner. To learn more about how we can transform your retirement dreams into realised goals, contact us on (03) 5221 6079 or by email stuart@retirementmentors.com.au