Longevity Retirement Planning
15 Terminus Street, Castle Hill, New South Wales, Australia
About Longevity Retirement Planning
Welcome to Longevity Retirement Planning, a leading establishment in finance located at Castle Hill, Terminus Street, 15. We pride ourselves on providing excellent service and advice to our valued clients, and our growing team is committed to helping you achieve your financial planning goals.
At Longevity Retirement Planning, we have four senior advisers - Chris, Sebastian, Jenny, and Matt - who collectively have over 60 years of financial planning experience. Our advisers specialize in retirement planning, defined benefit schemes, Centrelink, and more. They are here to meet your financial planning needs and provide personalized advice tailored to your unique circumstances.
We are excited to introduce Matt to our team. With a wealth of knowledge about superannuation, retirement planning, and state and commonwealth pension schemes, Matt is a valuable addition. He is fully qualified and has recently completed his Certified Financial Planner exam. We are confident that Matt's expertise will contribute to the growth of our business.
To better serve our clients, we have recently expanded our office space. This allows us to continue building on our strong foundations and provide even better service and advice. We are dedicated to helping you achieve a comfortable retirement and will work with you to identify how much you need to retire and how to get there.
Superannuation can be complex, with rules constantly changing. Our team can help you understand how super works and maximize the value of your superannuation funds. We will put in place strategies that aim to achieve this and help you navigate the complexities of superannuation.
Whether you are saving for a home deposit, consolidating your superannuation funds, or planning for your long-term future, we are here to assist you. Our advice services cover key areas such as retirement affordability, income streams, Centrelink, taxation, redundancies, and estate planning. As we are not tied to any product or institution, we can objectively choose investments that best meet your unique needs.
Planning for the future can be overwhelming, but we are here to help. At Longevity Retirement Planning, we partner with you 'for the long haul' to provide practical help and guidance. We understand that life can be busy, stressful, and confusing, but we will help you cut through the fear, complexity, and confusion.
Don't just take our word for it - hear from our satisfied clients. Chris Jones, one of our advisers, has been praised for his courteous, helpful, and knowledgeable approach. Another client commends Sebastian Vranken for his thorough knowledge, genuine interest, and comprehensive retirement plan. These testimonials reflect our commitment to our clients' best interests and the trusted relationships we build.
To learn more about our services or to schedule an appointment with one of our experienced advisers, please contact us at (02) 9615 6262 or email info@longevityrp.com.au. We are located at Suite 7, 15 Terminus St, Castle Hill, NSW 2154.
Longevity Retirement Planning is a Corporate Authorised Representative 1273951 of Fintegrity Wealth Advisers Pty Ltd ABN 22 122 230 835 AFSL 534971.
Photos of Longevity Retirement Planning
7/15 Terminus St, Castle Hill NSW 2154, Australia
Opening hours of Longevity Retirement Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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