General Support
From our first meeting, we are here to guide you through the complex area of superannuation and retirement planning; whether that involves Centrelink, Defined Benefit employer schemes, or just chatting about how you will cope with your transition to retirement.
We have vast experience in successfully guiding our over 400 clients through the retirement maze over the last 15 years and Chris, Sebastian, Jenny and Matt are highly regarded in their fields.
While specialising in retirement planning, we also provide advice in the following areas:
- Investment outside superannuation
- Insurance
- Estate planning
- Cashflow management
Since 2016, Longevity Retirement Planning has grown to four advisers as Chris and Sebastian were joined by Jenny and Matt. Our support team has also grown over the past few years to allow us to do what we do best – see clients on a day to day basis and devise strategies to help clients meet their goals and objectives.
We pride ourselves on providing personalised relevant and high quality financial and personal advice over the long term and our main goal is to provide you with the tools to make the most of your retirement lifestyle – so you don’t have to think or worry about it!
Licensing
We have negotiated an arrangement with our licensee, Fintegrity Wealth Advisers Pty Ltd. (AFSL Lic No. 534971), to leverage its expertise and support staff. Its team shares Longevity Retirement Planning’s passion for people and behavioural finance.
Zenith, a leading research firm, provide ratings and guidance on investments and products.
Midwinter provides market-leading software and risk assessment tools.
