Retirement Essentials Information

Retirement Essentials is a member-based service for seniors to access affordable financial advice for Australian seniors. Our members are everyday Australians who have traditionally been ignored or under-serviced by the financial services industry. For many retirees, there is a perception that because they have limited funds, traditional advice is too expensive and too complicated. At Retirement Essentials, we believe there has to be a smarter way. Using cutting-edge technology and a service approach that appeals to retirees, we can offer our members a step-by-step guide to better financial decisions. No bells and whistles, only the essentials. VISION Our vision is for everyday Australians to have access to affordable retirement advice that improves their quality of life - because they deserve it. MISSION To use the best of technology to make financial advice simple, accessible and affordable for all Australians in retirement. OUR TEAM Retirement Essentials was founded by Paul Rogan 2017 and is based in Sydney. Paul was concerned that a large number of Australians entering retirement without the support they need to make the most of their hard-earned savings. Rogan is backed by a team of industry experts, including Business Development & Strategy Director Greg Hansen. Hansen is driven by a belief that there’s a better way to help Australians maintain their desired standard of living in retirement and achieves this by delivering advice that puts Retirement Essentials members in control of their retirement finances without the expense and difficulties associated with the traditional process. Intent on creating a trusted consumer brand Rogan recruited ex-Coca-Cola marketing executive, Antoinette Tyrrell as Chief Customer Officer to lead the development of a truly human-centered, insight-driven customer experience.