SERVICES

Let us create your perfect retirement space, no matter what your needs

HOW WE CAN HELP

RetireWell With A Plan is a new trading arm of our main company Tassie Small Business Finance Pty Ltd, but with our same dedicated team who will value, assist and provide you with tailored, professional advice. Our holistic advice looks at all aspects of life and takes into account your full circumstances and the vision to which you are aspiring.


Our passion is to help you plan your retirement, taking into consideration your retirement objectives, existing resources and future needs, ensuring that you will have the provision to enjoy family and maintain your  lifestyle.


Knowing that retirement is different for everyone, we make time to understand your personal circumstances. We will give you peace of mind by putting structure and predictability around your financial situation, which allows you to plan for your retirement. In this way, we can make the process easier and more understandable. In this ever changing world, we will keep you informed of any significant changes or issues that may affect your circumstances. We recognise that in this busy world, time is precious. Our dedicated team have the qualifications, knowledge and expertise to assist you with your personal financial plan.


We offer a no-obligation, cost free, initial consultation where we look at your present situation and long term goals. We discuss how our advice process will be of value to you.

To further understand our services please view our Financial Services & Credit Guide (FSCG) as a pdf.

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RetireWell With A Plan retirement income strategies
RetireWell With A Plan centrelink assistance and guidance
RetireWell With A Plan retirement pension and annuities

RETIREMENT INCOME STRATEGIES

CENTRELINK ASSISTANCE AND GUIDANCE

RETIREMENT PENSIONS AND ANNUITIES

Helping you take a realistic look and help plan out your retirement goals

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With our years of knowledge-base we can assist you with your aged pension and  other Centrelink benefits

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Helping you to understand the difference and how we can help you capitalise on it

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RetireWell With A Plan estate planning, wills, and peace of mind
RetireWell With A Plan aged care and long term care
RetireWell With A Plan personalised half yearly reviews

ESTATE PANNING, WILLS, AND PEACE OF MIND

Helping you to understand the difference and professionally guide you for peace of mind

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AGED CARE AND LONG TERM CARE

We can assist and help plan for such difficult stages of life, including long term

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We are here to help, assist, and give you peace of mind through personalised reviews

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PERSONALISED HALF YEARLY REVIEWS

RetireWell With A Plan social functions invites, and guest speakers
RetireWell With A Plan newsletter

SOCIAL FUNCTIONS INVITES, GUEST SPEAKERS

We believe in a lifetime partnership, keeping in contact, and education

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REGULAR NEWSLETTERS THAT INFORM

Helping, guiding, and informing you on a regular basis in your email inbox - subscribe below

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BUILDING FOUNDATIONS

Over 30 years of experience ensure your investment is perfect.

COMPLAINTS

We recognise that from time to time things don’t happen as expected and that this can lead to dissatisfaction or a need to make that dissatisfaction clear. To know more please read further  our complaints policy...

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Tassie Small Business Finance Pty. Ltd. ABN 83 081 235 832 trading as CMC Consulting & Mentoring and RetireWell [With a Plan] is a Corporate Authorised Representative , Number (1233551) of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL/ACL 278937