Longevity Retirement Planning (longevityrp.com.au) was established with the desire to continue helping pre-retirees and retirees improve their finances and reach their life goals. Built on the principles of excellence and integrity, with no product ties. Our first meeting is complimentary (typically 60-90 mins). Our fees for service are highly competitive.
I was a senior financial planner at StatePlus (formerly State Super Financial Services) for over 15 years, and have over 25 years financial planning experience. I manage over $300 million of portfolios across super, pensions & managed investment funds, built from trusted client referrals.
We have access to a vast array of industry-leading products and investments, which can enhance financial outcomes regardless of whether you come from the public sector or private.
My in-depth knowledge saw me named as one of Australia's top two financial planners in the prestigious 2012 Financial Review Smart Investor Masterclass for Financial Planning.
It is this technical excellence which allows me to confidently guide clients through the maze of markets and regulations to deliver practical solutions unique to each person's needs and life goals.
Our strategies cover issues like investments, retirement affordability, income streams, tax , estate planning, Centrelink benefits, gearing and capital gains tax.
Sydney born and bred, I am married to Kirrily and we have three daughters. I have a wide range of interests including sports, comedy, food and faith.
Expertise
My fees
A proxy of 0.5% of investment may be used, capping at around $6k. Variations occur depending on complexity & scope, with very complex and time intensive advice needs, fees are negotiable up to cap of $15,000pa(+GST)
At a glance
- Adviser status Gold
- First year providing advice 1999
- Years of experience 25
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Highest qualification
- Master of Commerce (Financial Planning)
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Language spoken
- English
Longevity Retirement Planning
Suite 7, 15 Terminus StCastle Hill, NSW 2154
Licensed by
Fintegrity Wealth Advisers Pty Ltd
AFSL 534971