Pension Pilot vs a financial adviser
An educational retirement calculator or report can help organise your numbers and questions. A licensed financial adviser can provide personal advice within their authorised scope. This guide explains the difference and how to prepare for a retirement advice conversation.
Side by side
Pension Pilot FREE report
A guided report built from the numbers you enter: Age Pension estimate, retirement timeline, pressure points and adviser-check questions in a plain-English PDF. Educational, not personal advice.
A financial adviser
A licensed financial adviser can provide personal advice within their authorised scope. Services, timing and fees vary; ask for the scope and costs before engaging one. Tax and legal questions may need other qualified professionals.
Why not both?
You can use the report to prepare questions for a licensed adviser. It records the inputs, assumptions and limitations of an educational scenario; it does not replace personal advice or establish that a strategy is suitable.
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