You’ve Been Matched With Licensed Retirement Advisors
Based on your details, we’ve selected trusted professionals who specialise in retirement planning. Your upcoming Clarity session is designed to provide clarity and confidence.
Christopher Haddad
Senior Adviser · Plan Ahead Wealth
Chris is a licensed financial adviser who has been helping Australians prepare for retirement for close to 10 years. The clarity sessions are a great opportunity to get to know one another, uncover your financial goals and objectives for retirement, with a no judgement relaxed environment to go over options and access high quality financial advice.
Licensed under AFSL: 421290
Jack Haddad
Senior Adviser · Plan Ahead Wealth
Jack is fully licensed Financial planner with over a decade of experience helping pre retirees get ready for their next phase in life. With SMSF specialisation as well, Jack has an array of strategies at his finger tips to make your retirement dream a reality
Licensed under AFSL: 421290
Christopher Haddad
Senior Adviser · Plan Ahead Wealth
Chris is a licensed financial adviser who has been helping Australians prepare for retirement for close to 10 years. The clarity sessions are a great opportunity to get to know one another, uncover your financial goals and objectives for retirement, with a no judgement relaxed environment to go over options and access high quality financial advice.
Licensed under AFSL: 421290
Jack Haddad
Senior Adviser · Plan Ahead Wealth
Jack is fully licensed Financial planner with over a decade of experience helping pre retirees get ready for their next phase in life. With SMSF specialisation as well, Jack has an array of strategies at his finger tips to make your retirement dream a reality
Licensed under AFSL: 421290
Meet Christopher Haddad
Licensed under AFSL: 421290
Case Studies
Case Study 1 — Male & Female (53 & 52 y.o.) come through to Plan Ahead Wealth, seeking advice on purchasing a property for retirement using their super since they have been unable to save for a property in their personal names and want to avoid having to pay rent throughout retirement. Plan Ahead Wealth prepared and established a Self Managed Super Fund & assisted with the process of purchasing a property with a tax effective strategy to pay the investment property down within 14 years. This includes a investment fund outside of the property that will be used to provide a modest income stream, while also protecting the strategy through implementing personal insurances.
Case Study 2 — Male (60 y.o.) Came through to Chris at Plan Ahead Wealth looking for advice on wanting to start to Transition into retirement and reduce work from 5 days to three while also supplementing income via superannuation. Plan Ahead Wealth put together a plan for a Transition to Retirement account and investment strategy, that allowed for no reduction in overall take home pay, while also reducing tax liability overtime.
Case Study 3 — Male & Female (50 y.o.) Reached out for advice following receipt of an inheritance of $600,000 and were wanting to explore options to invest this in a tax effective manner, while retaining access to $200,000 in the event of an unforeseen circumstance. Superannuation contribution strategies were heavily utilised, to ensure funds were invested in a tax effective manner. We also utilised investments outside of super, given limited access opportunities until age 60 to meet their liquidity needs.
Meet Jack Haddad
Licensed under AFSL: 421290
Case Studies
Case Study 1 — Bob Had multiple superannuation funds through out his career, after we found them all we were able to consolidate them into one low cost performing fund which saved him thousands of dollars over a 10 year period before he retires.
Case Study 2 — Troy & Jane were assisted by purchasing a property within their superannuation fund after Jack had set up their SMSF. This allowed the clients to enter the property market in Australia to ensure that they have an income generating asset in retirement.
Case Study 3 — Mary still had her mortgage but plenty of equity in her home, using a debt recycling strategy along side real world fixed income products, we were able to ensure her home will be paid off before retirement and we were able to reduce her annual taxable income with just a few simple steps
Quick prep to get the most from your session
You don’t need to prepare anything complicated. A few simple steps can help you get more value from the conversation:
Think about your ideal retirement timeline and what a comfortable, secure retirement looks like for you.
Note down any general questions you have about retirement.
If you have a partner, consider inviting them — shared clarity often leads to better long-term decisions.
If your session is online, test your camera and audio a few minutes beforehand so you can relax and focus.
Most importantly, come with an open mind. This is a clarity conversation not a sales meeting — designed to help you better understand your options.
Prepare for Your Clarity Session
These short videos answer the most common questions pre-retirees ask. Watching them will help you get maximum value from your upcoming session with a licensed retirement advisor.
What to Expect From Your Clarity Session
Purpose, structure, and what you’ll walk away with
Why Getting Advice Before Retirement Matters
Planning earlier reduces risk and costly mistakes
How We Decide If Advice Is Right for You
Our ethical, client-first screening approach
The #1 Mistake People Over 50 Make With Their Finances
And how to avoid it before retirement
How We Identify When Advice Isn’t the Right Fit
Protecting clients by saying no when appropriate
What Ethical Financial Advice Means in Practice
Transparency, suitability, and long-term alignment
How We Determine If You’re Ready for Advice
Key indicators beyond age and account balance
What Makes PreRetireez Different
How our approach compares to traditional advice
How Clients Know a Clarity Session Is the Right Move
Signs this conversation will add real value
Why We Chose to Partner With PreRetireez
Shared values, ethics, and client outcomes
Where the Financial Industry Fails Consumers
Conflicts, commissions, and misaligned incentives
The Biggest Financial Mistakes Pre-Retirees Make
Common errors we see before retirement
Tip
If your schedule changes, you can reschedule anytime using the button above. You’ll receive an email confirmation and reminders before your session.
Plan Ahead Wealth connects Australians with licensed retirement advisers. Advice is provided by authorised representatives operating under a valid AFSL. Your personal information is shared only with the adviser assigned to your session.