LONGEVITY AIMS
LONGEVITY AIMS
Award-winning credentials, life wisdom, experience, highly-resourced team support, focus on excellence
Ethical, no product ties, honesty, role modelling, always searching for value
Education, guidance, respect, clarity, positivity, proactivity, care, humour!
Prudence, accountability, the right balancing of risk and reward
Whilst Longevity Retirement Planning is a young business, our co-founders have over 40 years’ experience in the financial services industry, and 30 years of combined experience providing face to face financial planning advice. During this time, they have helped thousands of people to achieve their financial goals, before, during and after retirement, and have built a foundation of trust and excellence in their professional careers. We are growing quickly thanks to our loyal client base which provides us with a strong foundation, but also due to our reputation for looking out for our clients’ best interest first and always. Our best compliment is when our clients refer us to their friends and family. We look forward to continuing to establish the business as a trusted brand in the Hills and surrounds for financial planning.