Retirement and pre-retirement planning

Helping you prepare financially for retirement with personalised strategies to support your income and lifestyle goals in later years.

Self-Managed Superannuation Advice

Guiding you through the complexities of managing your own superannuation fund, providing investment advice, and ensuring compliance, with a focus on achieving your retirement goals.

Wealth Creation and Investment Advice

Grow and protect your wealth with investment strategies tailored to your personal goals, business needs, and long-term aspirations.

Personal Risk Insurance

Safeguard your income, assets, and family’s future with expert advice on personal insurance solutions tailored to your needs.

FAQS

Your first meeting is all about getting to know you — your goals, your current financial situation, and what’s important to you. It’s a relaxed, obligation-free conversation where we listen, ask the right questions, and help you explore what financial planning could look like for your life.

We’ll explain how we work, the services we offer, and how we can support you. There’s no pressure to make decisions on the spot — it’s simply a chance to see if we’re the right fit and to give you clarity on your next steps. Its usually a good idea to bring any information with you that is relevant to your financial situations,

 

What to bring to your first meeting:

  • Recent superannuation statements
  • Details of income (payslips) and expenses
  • List of assets and liabilities (e.g. home, loans, investments)
  • Any insurance policies (life, income protection, etc.)
  • Any other financial information relevant to your circumstances.

The cost of financial advice can vary depending on your needs and the complexity of the advise — also whether you’re after a one-off advise or ongoing support. At Cherry Wealth, we aim to keep our fees fair, transparent, and tailored to the value we provide.

Here’s a general guide to our pricing:

  • Initial Discovery Meeting: Complimentary — no obligation, just a chance to get to know each other and see if we’re the right fit.
  • Comprehensive Financial Plan (Statement of Advice): From $3,300 – $5,500 depending on complexity.
  • Implementation of Advice: Often included in the initial advice fee
  • Annual Advice & Reviews: From $3,300 – $5,500per year — includes regular check-ins, plan updates, and ongoing support.

Before we start any work, we’ll always explain any costs involved and you would need to agree to these costs before we commence any work.

A financial adviser helps you make smarter, more confident decisions— whether you’re planning for retirement, growing your wealth, or simply wanting peace of mind by having the right insurance and structures in place.

By understanding your personal circumstances and goals, a financial adviser creates a tailored strategy to help you get where you want to be. They partner with you to help you navigate complexity, avoid costly mistakes, and support you through life’s changes with expert advice at every step.

It’s not just about numbers — it’s about feeling secure, prepared, and in control of your financial future.

Yes — Erryn is an SMSF Specialist and can assist with all aspects of managing or setting up a Self-Managed Super Fund.

Whether you’re considering if an SMSF is right for you, need help navigating compliance and strategy, or want to review and optimise investments within your existing fund, Erryn provides clear, personalised advice to help you make informed decisions. With her expertise and focus on long-term client relationships, you’ll feel confident and supported every step of the way.

Get a personal consultation.

Call for an obligation free initial discussion to see if we would be a good fit to assist you