For Australians 5–15 years from retirement

Five to fifteen years out. Are you actually on track?

It is the stretch that decides how you live for the next thirty years — yet most people reach it without a clear, independent read on where they really stand. Take the short Retirement Readiness check and find out.

  • Will my super actually last?
  • Am I leaving tax on the table?
  • Could I afford to stop sooner?
Start the check — takes 90 seconds No cost. No obligation. Just a clear read.

The Retirement Readiness check

A handful of questions. A genuine picture of where you stand.

It is not a sales form. It maps the things that quietly decide a comfortable retirement — so the conversation that follows is about your situation, not a generic pitch.

01

Where you are now

A clear-eyed look at your super, savings and the runway between today and the day you want to stop working.

02

What is working against you

The common gaps — tax not optimised, contributions left unused, structures past their use-by date — that cost people the most in this window.

03

What to look at next

The areas worth your attention, explained plainly in a complimentary session, so you leave with direction rather than more uncertainty.

How it works

Two unhurried conversations. Entirely at your pace.

1

A short introductory call

A relaxed 20–30 minute phone call so we can understand what you are after and make sure we are genuinely able to help. If we are not the right fit, we will tell you.

2

Your strategy session

A focused one-hour session over Microsoft Teams, where we walk through your readiness picture and the options open to you — clearly, and with no pressure to proceed.

There is no cost for either conversation, and no obligation to go further. We work with a limited number of households at a time so that the advice stays considered.

Anthony Zaman, Director and Principal Financial Adviser at Silverloom Advisory Group Anthony Zaman · Silverloom Advisory Group

Who you will speak with

Advice from a licensed specialist, not a call centre.

Silverloom Advisory Group helps Australians build, optimise and protect their wealth across every stage of financial life. Our advice is strategic and whole-of-position — bringing superannuation and SMSF, tax, investments, property, insurance and retirement together into one clear, measurable plan, with particular strength in wealth accumulation and the years leading into retirement. You deal directly with a qualified adviser who does this work every day.

MFinPlan SMSF Specialist Advisor Authorised & regulated under AFSL 518453
Silverloom Advisory Group

Let’s see where you stand

Answer a few quick questions below to start your Retirement Readiness check. It takes about 90 seconds, and we will use it to make your introductory call genuinely about you.

  • No cost and no obligation at any stage.
  • Your details are kept private and never sold.
  • You choose your own time for the call afterwards.
Step 1 of 2

What matters most to you right now?

Pick the one closest to home — it helps us tailor the questions that follow.

Step 2 of 2 · The readiness check

Common questions

Before you start

Is there any cost?

No. The readiness check, the introductory call and the strategy session are all complimentary. If you later choose to engage us for advice, any fees are explained in full and agreed in writing first.

What happens after I answer the questions?

You will be able to choose a time for a short introductory call. There is no automatic commitment — it is simply a conversation to see whether we can help.

Do I have to come into an office?

No. The introductory call is by phone and the strategy session is held over Microsoft Teams, so you can take part from wherever suits you.

Do you only work with high-net-worth clients?

No. We work with people right across the wealth journey — from those still building wealth to those approaching or already in retirement. What matters is whether we can genuinely improve your position, not the size of your balance today. If we are not the right fit, we will say so.

Silverloom Advisory Group

Silverloom Advisory Group

Level 57, 25 Martin Place, Sydney NSW 2000

Email: [email protected]

Authorised Representative No. 1285828

Corporate Authorised Representative No. 1310731

Australian Financial Services Licence No. 518453

General advice warning. The information on this page is general in nature and does not take into account your personal objectives, financial situation or needs. It is not a recommendation to acquire, hold or dispose of any financial product. Before acting on any information, consider its appropriateness having regard to your own circumstances and, where relevant, obtain and read the applicable Product Disclosure Statement and Target Market Determination, and seek personal advice. Silverloom Advisory Group provides financial services as an Authorised Representative under Australian Financial Services Licence No. 518453. Past performance is not a reliable indicator of future performance.