RetainedCo
Your experience still matters.
Retirement does not reduce the value of judgement. RetainedCo lets experienced investment professionals stay connected to the industry on their own terms: share knowledge, mentor future leaders and support firms when experience matters most.
If a foundation member has forwarded you a private onboarding link, open it directly; it carries your invitation.
Experience, retained on your terms
You set the hours you are willing to contribute, the kinds of firms you will work with and the shape of engagements you will accept. Upload your CV and we draft your profile; nothing is published until you confirm it.
Introductions, not self-marketing
You are never asked to pitch for work. When a firm sends a brief addressed to you, or RetainedCo introduces you to a firm’s brief, it arrives by email and waits under My briefs. A brief addressed to you has 48 hours from submission to accept or decline. RetainedCo introduces up to three professionals to a brief, each named with relevant tenure and availability; an introduction asks whether you are interested, and the firm chooses who to engage.
Your rate stays yours
Your rate range never appears publicly. A firm that sends a brief addressed to you sees your range once the brief is submitted; for an introduction RetainedCo makes, it is shown once you say you are interested. The figure a firm agrees is recorded at acceptance. Adjusting your range later does not rewrite an engagement already agreed.
Built around working in retirement
RetainedCo is designed to keep you connected to the profession without returning to a full-time role. You choose the hours and engagements you accept. RetainedCo is not a tax or super adviser.
How you are paid
The firm is charged when the engagement is confirmed complete. Stripe verifies your identity and delivers funds to your nominated Australian bank account. The platform fee is 6% of the engagement subtotal, capped at $30 per booking, and is deducted before your payout, never added to the firm’s bill. On short advisory engagements you may require a $150 deposit, forfeited to you in full if the firm does not show.