We have five senior advisers as well as an experienced administrative staff to support our clients. Our advisers Chris, Sebastian, Jenny, Matt and Nick have over 75 years combined of financial planning experience, providing advice in areas such as retirement planning, defined benefit schemes and Centrelink and are here to meet your financial planning needs.
Welcome to our newest adviser Nick Patterson – our growing team continues to look forward to building on our strong foundations and to provide excellent service and advice to all our valued clients in the years to come.
Our goal is to help our clients achieve their financial goals – before and during retirement – by building a foundation of trust and excellence and always putting your needs first. We strive to build a trusted business, based locally in the Hills, servicing the financial planning needs of clients regardless of location.
We all want to have a comfortable retirement but how do you know when you are able to afford it? We will work with you to identify how much you need to retire and how to get there.
Superannuation can be quite complex, as the rules constantly change. We can help you understand how super works, and we can help you maximise the value of your superannuation funds by putting in place strategies that aim to achieve this.
You may be looking to save money for a home deposit, or to save up funds for your retirement. You may wish to consolidate your superannuation funds to avoid paying multiple sets of fees, or simply to know whether you are on track with your investments.
Do you spend more time planning a holiday than you do planning for your retirement?
Planning a holiday can be more fun than planning for your long-term future! And you should enjoy spending your money. But it’s also important to invest wisely, both for your long-term security and as a blessing to others. With life so busy, stressful and ‘noisy’, we can help you cut through the fear, complexity and confusion. At Longevity Retirement Planning, we partner with you ‘for the long haul’ to navigate life’s uncertainties with practical help and guidance.
What can we do to help you reach your full potential?
Our advice services cover key areas like testing retirement affordability, superannuation, income streams, Centrelink, taxation, redundancies and estate planning. We are not tied to any product or institution, and hence can objectively choose investments from a vast array to best meet your unique needs. We are always looking to enhance your returns whilst reducing risk and expenses.
"Please note that I found my recent appointment with Chris Jones to be very successful. He is always so courteous, helpful and knowledgeable that I look forward to my appointments and leave with a positive outlook and understanding. As I told him at the time, "You answer my questions before I need to ask them". As I have recently retired, I depend very much on his expertise and advice; as I have such trust in him, I hope that I can continue this professional relationship".
"Chris has advised me over ten years at State Super Financial Services, now StatePlus. I have found him exceptionally helpful, knowledgeable, personable, and committed to his client's best interests. I look forward to continuing our relationship in his new venture. "
“Christopher Jones has been our financial adviser for about two years. He has always offered sound financial advice based on our investment objectives as well as our personal needs. He keeps in regular contact with us and provides us with ongoing financial advice as our needs and markets change. Chris takes the time needed to fully explain our options and to guide us in an appropriate direction. We feel he truly cares about our family, our finances, and our future.”
"Sebastian Vranken has been providing us with financial advice since about 2008. Sebastian instantly won us over with his thorough knowledge of our superannuation scheme. He seemed to be genuinely interested in our circumstances and provided us with a comprehensive plan to achieve our goal of an early retirement. "
As our financial advisor for many years Sebastian has always provided us with clarity as to our financial position. His assessments and recommendations have consistently been in our best interests, always looking to our future, but also recognising our current needs. We do not hesitate to recommend his services to friends and colleagues wishing to take ownership of their financial wellbeing.”
Sebastian Vranken has been our Financial Advisor for over ten years now. We initially sought his advice several years before our retirement. He guided us carefully through this rather scary stage in our lives, resulting in a retirement where we have a comfortable life style, which we are enjoying to the fullest.
