retirement – Minerds Bell Consultancy Group


Retirement can be an exciting time. It may be the first time you’ve been free to take that big holiday, pursue your interests or simply slow down and spend time with loved ones.
But it’s a transition that isn’t all about money and it won’t happen by itself. A good retirement plan should start 5-10 years before you stop work.
Laws ensure that we have money paid into super throughout our working life, but will it cover all the things you plan to do? We can take a realistic look and develop an action plan so that it covers all the things you are thinking about doing, and anything else that might come up!
We will also work with Centrelink to ensure you get all the benefits you are entitled. With Centrelink rules and regulations ever changing we are there to guide you through this daunting and complex process.
This new and exciting life stage should be all that you have dreamed it to be and the reward you deserve for all your hard work. We can also help you explore options for transferring wealth effectively to leave a lasting legacy for your family, including testamentary and family trusts.
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“I am extremely happy with Andrew Harris. He has exceeded my expectations over the years as has his company and I would not consider going elsewhere. His knowledge and follow-up has always been outstanding. He is professional as well as friendly and always gives that personal touch. I am extremely happy with the advice and service offered by Andrew over many years. I really trust and value his advice, decisions and planning”.

Andrew Harris

“Our Adviser has been very helpful and understanding of our needs, even when we have been unsure ourselves. She has been very supportive and has always made us feel important and at ease with decisions we have made. She has shown wonderful patience while we have made decisions. I really appreciate how my personal situation is addressed in a professional, caring and reliable manner. I have annual an catch up Natalie to revisit my situation. Whilst I might not be a high dollar investor, she has managed to assist me in building a nest egg that has allowed me to purchase my first house”.

Natalie Bordun

“I am extremely happy with the advice, support & understanding I receive from Daran. Nothing is too much trouble and he always has time to listen to any concerns or questions I may have and gives a very clear and thorough answer. I have total trust in him as my advisor. I have confidence in Minerds Bell that they know what they’re doing as a company but importantly that Daran takes an interest in what’s important to me at each stage of my life”.

Daran Thompson

“Adrian Loader has been our Advisor for many years and we have always been looked after with our requirements. We have recommended his services to many of our friends who now use his talents. We have placed our entire financial future in “Adrian Loader’s capable hands” We have over the years built a successful retirement strategy thanks to his efforts. His ethics and professionalism are, we believe second to none”.

Adrian Loader

“We have been using Minerds for many years. Throughout that time they have worked closely with us to refine our savings strategy to ensure that now, in retirement, we are in a secure financial position. Strength and trust in the brand name and the place in community. I am happy to be associated with quality local companies serving their community. I have found my experience with my financial adviser over the last 10 years to be exemplary. Minerds Bell Consultancy have been amazing “empathetic to the loss of my husband and my personal lack of financial management. Honest and to the point, explaining information to me in a way I can understand. Constantly posting about managing my financials and the occasional contact to chat and see how I am going with my life in general”.

Minerds Bell Consulting Group


2019 Member of the Charter Financial Planning Leader group

2018 “Charter National Practice of the Year”

2016 Winner of the Charter Financial Planning Gerald Lippman National Perpetual Trophy

2015 Winner of the Charter Financial Planning “State Adviser of the Year”

2014 & 2009 Winner of the Charter Financial Planning “State Value of Advice” Award

2011 Winner FPA SA Chapter “CFP Best Practice Award”

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