Enjoy life in retirement

The Wattle Difference

We pride ourselves on our experience in retirement planning because we know this is where good financial advisers add the most value in someone's life. Unlike many in the investment sector, we recognise the distinct challenges retirees face, focusing on safeguarding your finite capital, and prioritising stable income, wealth preservation and most importantly resilient returns, not volatile ones.

Retirement shouldn't be stressful; it should be fulfilling. Let us guide you through this journey, ensuring your retirement is everything you've dreamed of. Wattle is a family-owned financial advice practice, led by Jamie and Drew, seasoned experts with a dedication to providing Australia’s best retirement-focused financial advice.

Jamie Nemtsas
Principal

Drew Meredith CFP®
Principal

Get Involved

  • The Golden Times

    A publication that provides Australian retirees with news, opinion and insights about finance and lifestyle issues to help them live their greatest life.

    Subscribe now

  • ASA Membership

    For over 60 years, integrity in the investment community has been upheld through investor education and shareholder advocacy.

    Join now

  • Retirement Podcast

    Expert insights, resources, and support on superannuation, tax, investments, and more for Australians planning or in retirement.

    Listen now

  • The Golden Years

    This book explores achieving your ideal retirement lifestyle, managing finances beyond work, and preparing for later-life independence.

    Buy now

The Journey: The Sterns

Talis and Lynda joined Wattle five years ago, embarking on a journey to prepare for their retirement.

As they approach this next chapter, we caught up with them to discuss how they’re feeling, the preparations they’ve made, and their plans for achieving the retirement they’ve always envisioned. 

  • At the beginning of every relationship, we request that you complete a detailed questionnaire in order to ensure we understand what you are looking for and are in a position to assist you. We have provided both a short and long-form questionnaire below:

    Risk Profile Questionnaire

    Client Questionnaire

  • For a list of product disclosure statements and quarterly reports, please click here.

  • For a list of frequently asked questions regarding Wattle Partners and our services, please click here.

Documents & FAQs