Built on Experience, Driven by Your Success

We started Bold Repair because we saw too many Australians entering retirement unprepared, not because they lacked resources, but because they lacked the right guidance at the right time.

Our Foundation

Founded in 2009, Bold Repair emerged from a simple observation: traditional financial planning was failing retirees at their most critical moment—the transition from work to retirement.

We watched clients lose significant wealth in the first five years of retirement, not from poor investments, but from poor timing, inadequate tax planning, and missed government benefit opportunities.

So we specialized. Every strategy we build, every recommendation we make, focuses exclusively on the retirement phase of life.

What Sets Us Apart

Specialization

We only work with pre-retirees and retirees. This narrow focus means we know every regulation, every strategy, and every pitfall specific to your stage of life.

Independence

We don't sell products. We don't earn commissions from fund managers. Our only income comes from you, which means our advice serves only your interests.

Transparency

Fixed fees, clear deliverables, and plain language explanations. You'll always know what you're paying for and why it matters.

Comprehensive Planning

Retirement isn't just about money. We consider your health trajectory, family dynamics, housing needs, and legacy goals in every plan we create.

A Team Built for Your Needs

Our advisors average 17 years of experience in retirement planning. Each team member holds specialist accreditations in superannuation, aged care planning, or estate strategy.

When you work with us, you're not assigned to a junior advisor. You get direct access to senior planners who have guided hundreds of clients through retirement transitions.

We meet quarterly as a team to review emerging strategies, legislative changes, and case studies. Your plan benefits from our collective expertise.

Qualifications That Matter

Certified Financial Planner (CFP) - Australia's gold standard in financial planning
SMSF Specialist Advisor (SSA) - Advanced expertise in self-managed super funds
Aged Care Professional Accreditation - Understanding aged care costs and planning
Graduate Diploma in Financial Planning - University-level qualifications
Ongoing Professional Development - 40+ hours annually to stay current

All our advisors are registered with ASIC and members of professional bodies including the Financial Planning Association of Australia.

Our Planning Philosophy

Retirement planning isn't about maximizing returns. It's about maximizing certainty.

We build strategies designed to withstand market crashes, legislative changes, health crises, and longevity surprises. Conservative? Perhaps. But our clients sleep well at night knowing their income is secure.

We plan for 30-year retirements as standard, stress-test every projection against historical worst-case scenarios, and build in buffers most advisors consider excessive.

Because running out of money at 85 isn't a portfolio problem—it's a catastrophe. And our job is to make sure it never happens.

Ready to Work Together?

Book a consultation to discuss your retirement goals and see if we're the right fit for your needs.

Get in Touch