
Feel secure about your money
Financial advice for over-55s who want to live life, not watch their bank balance.
You don't want to just hope your money will last. You want to know it will.
So there you are at a BBQ, cold drink in hand, and someone brings up retirement.
The conversation bounces from helping the kids with house deposits to sea changes, tree changes and grand travel plans. The price tags start adding up in your head.
You've worked hard and saved well, but that voice in your head whispers: "Do we have enough?"
Let's put this question to rest.
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Know where you stand
Find out what 'enough' means for you, then enjoy life knowing the numbers stack up.
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See a clear path forward
Have a real plan for retirement, not just a collection of investments and super statements.
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Feel Confident In Your Choices
Say yes to those big and small moments knowing your money is working exactly as it should.
Hey. I'm Ben.
Let's face it - having a healthy super balance doesn't automatically quieten those nagging money doubts.
Even when you achieve some level of success, those big financial decisions can feel overwhelming. Should you downsize? How much can you really spend? What about helping the kids?
At Touchstone Planning, I'm here to give you clarity and confidence about your money, so you stop wondering and start doing.
I believe true wealth is about more than just dollars. It's about having the health and headspace to enjoy what you've built.
That's why I look at your whole picture, taking time to understand what makes you tick - because money decisions are really life decisions.
Who we help
At Touchstone Planning, we believe great advice starts with truly understanding what matters most to you. We're not about generic, one-size-fits-all solutions.
Instead, we focus on working with clients where we know our expertise can make the biggest difference in their lives.
Corporate professionals planning life after work
Business owners shifting gears
Divorcees and widows building a new future
Self-funded retirees seeking support and security

Our clients ignore the headlines
their financial plans are built for all times.
Sleep well. Live well.
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1. Let's Talk
Schedule a no stings attached 20-minute phone chat to see how we can help.
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2. Get a clear path forward
We'll define your version of a fulfilling life and create a plan to get you there, with ongoing guidance to keep you on track.
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3. Live Without What-Ifs
Feel confident, clear-headed and live life to the full, knowing your financial world is rock-solid.