From our first meeting, we are here to guide you through the complex area of superannuation and retirement planning; whether that involves Centrelink, Aged Care or 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 and Jenny are highly regarded in their fields.
While specialising in retirement planning, we also provide advice in the following areas:
- Investment outside superannuation
- Self-managed super funds
- Estate planning
- Cashflow management
After taking their individual businesses from start-up to being successfully established over the last few years, Chris and Sebastian have now grown enough to take the next step and combine their businesses to take on support staff to allow them to do what they 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!
We have negotiated an arrangement with our licensee, Insight Investments Pty Ltd. (AFSL Lic No. 309996), 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.
Coin provides market-leading software and risk assessment tools.
The practice (and advisers) are accredited via the Tax Practitioners Board, allowing us to interpret and apply tax laws in the context of your personal circumstances.