Our team

We have two principal advisers and an additional adviser as well as administrative staff to support over 400 clients.   Chris, Sebastian and Jenny have many years 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.

Looking forward – 2020

We would like to extend a big thank you to our clients for adapting to new ways of using technology and staying connected.  While we can’t see you in person, we have enjoyed seeing you over FaceTime, Skype, Zoom and other mediums where possible in addition to phone calls.

We look forward to building on our strong foundations and continuing to provide excellent service and advice to all our valued clients this year and in the years to come.

Market volatility

As you are aware, we are currently experiencing high volatility in markets due to Coronavirus. This has resulted in a drop in superannuation balances across the board.  It is normal to feel unsettled by this. It is likely that these issues will continue to affect the economy for the next 6-12 months until the virus is contained.  So what can you do?

  1. Ride out the storm: Especially if you have a long investment timeframe.  Ensure any pension payments are being drawn from cash rather than growth assets; this will allow your shares and property assets time to recover from the damage caused by the Coronavirus to the economy.
  2. Make your asset allocation more conservative: You can choose to make your asset allocation safer, by selling growth assets such as shares and property. The advantage of this is that you do not have to worry about the volatility as you are sitting in safe assets such as cash.
  3. Reduce your account based pension payments: The Government has announced that retirees will be able to HALVE the minimum pension payment (e.g if aged 65-74, the minimum pension of 5% is halved to 2.5% p.a.) till June 2021. This will provide your superannuation funds more time to recover from the losses caused by the Coronavirus, by reducing the amount that you are drawing from your funds.

A helpful link providing regular updates is here: https://www.sunsuper.com.au/covid19

Services We Provide

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Finance Management

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.

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Superannuation Advice

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.

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Wealth Creation

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.  

“I want peace of mind to know my money is being looked after, so I can get on with life”

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.

“We want to help our kids get into the property market”

Testimonials