Fit Check · Caloundra & the Sunshine Coast
Book a 30-minute Fit Check with Simon
A relaxed chat by phone or video call, working through a simple retirement checklist. It helps us both see if we're a good match before any advice is given or fees are agreed.
Simon Pederson, M.Fin, B.Bus (FP)Founder and Lead Retirement Planner, over 15 years helping Sunshine Coast locals plan for retirement.Choose a time that suits you
General information only. It doesn't take into account your objectives, financial situation or needs. Read our FSG.
Prefer to talk first? Call Simon on (07) 5327 3495
What happens in your Fit Check
- 30 minutes, by phone or video call. No need to come in.
- A simple retirement checklist. We look at where you are now and what you'd like retirement to look like.
- A good match? Simon focuses on retirement planning: income, super, the Age Pension and the life you want after work. If we're a good match, he explains the next steps and the cost before anything goes ahead.
No sales pressure. We quote a fixed dollar fee for your advice before any work starts, based on its complexity and scope. Ongoing fees and any other payments, such as life insurance commissions, are set out in our FSG.
“He listens and explains things in language his clients can understand.”
Annette, Jan 2026Selected reviews. Individual experiences vary.
“I have absolute faith in him and his ability.”
Cheryl, Aug 2020Selected reviews. Individual experiences vary.
Check Simon on the Financial Advisers Register · Read Simon's reviews on Adviser Ratings · See how our process works
Sunlit Path Retirement Partners is a trading name of The Trustee for Mino Family Trust, ABN 16 788 964 101