Sarah Broady is a specialist Retirement Adviser at The Retirement Advice Centre.
Her purpose is to ensure that clients have a better retirement having met her.
This is achieved through the implementation of a modern retirement planning focus. It aims to prepare people financially for virtually anything that may happen in retirement.
We apply evidence-based strategies as the core philosophy for money management, so that client's superannuation and pension portfolios may deliver a predictable outcome with safe, reliable income streams.
The benefit for our clients are that they:-
1\. Have comfort knowing how much income they can live upon and that it is regularly assessed,
2\. Know how long their retirement savings will last with the use of our capital tracking system; and
3\. The potential to provide financial support for their family today, fulfilling a 'living legacy'.
Relying upon the science and maths of retirement, she takes a product agnostic approach to advising her clients.
Sarah sees her role as more than a Retirement Adviser at times. Many times she is a counsellor, solution provider and trusted friend.
She enjoys the interaction with her Clients whether it be at face to face meetings, in our office or at their homes to online meetings or phone conversations.
She is often the go-to person for her Clients, as she guides her Clients on their financial life journey.
Her passion of ensuring her Clients legacy (both values and money) are embedded into the next generation of the Family that she cares for, gives comfort to the Client Families under her advice.
Sarah is a member of the Financial Advice Association Australia (FAAA) and is a Certified Financial Planner (CFP).
Expertise
My fees
We offer flexibility for clients to implement a transparent fixed fee price depending upon their needs. We find this is most suitable for pre and post retirees as they are comfortable with a known and clearly defined pricing for the services they receive. Alternatively a client may choose to have an asset based fee if they deem it in their best interest.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 4
- First year providing advice 2004
- Years of experience 20
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
The Retirement Advice Centre
Ground Floor Suite 204, 3-5 Stapleton AveSutherland, NSW 2232
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252