Retirement income and Retirement investments 964 High Street, Reservoir, Victoria 3073

Welcome to Retirement Income and Retirement Investments, located at Reservoir, High Street, 964 in Australia. We are an establishment focused on providing finance services for individuals in the retirement phase of their lives. With over 30 years of experience, our institution has been dedicated to helping people like yourself find peace of mind and confidence in their financial security.

As professional financial planners, we stay up to date with changes in legislation and industry study requirements. However, our primary focus is always on you and your specific needs for financial security and overall well-being. We understand that retirement is a unique journey for each individual, and we are here to assist you in achieving your goals and creating the retirement lifestyle you desire.

Our team is led by Hugh Gordon Kilpatrick, who has been in the industry since 1983. Throughout his career, Hugh has gained expertise in saving and investing, superannuation and self-managed superannuation, retirement planning, aged care advice, and estate planning. With his guidance, you can be confident that you are in capable hands when it comes to your retirement finances.

Nick, another member of our team, joined us in 2012. He specializes in assisting clients with the necessary paperwork related to their financial well-being. Whether it's managing your income from your super, applying for a pension or a Centrelink health card, or keeping Centrelink updated, Nick is here to help. He can also assist with any other financial and personal matters, ensuring that your retirement journey is as smooth as possible.

We understand that retirement planning and managing your finances often involve a fair amount of paperwork. That's why we offer a home visit or after-hours appointments, and can conduct meetings in-person, online, or over the telephone. We believe that financial advice, from saving and investing to aged care, requires tender loving care, and we are committed to providing personalized service that suits your needs.

Please note that the information provided on our website is intended as general advice only and has been prepared without considering your individual objectives, financial situation, or needs. We encourage you to carefully consider the appropriateness of the information in relation to your own circumstances before making any decisions.

Kilpatrick Financial Planning Pty Ltd, as Trustee for The Kilpatrick Family Trust, is a Corporate Authorised Representative of InterPrac Financial Planning Pty Ltd, holding Australian Financial Services Licence No. 246638. We are also registered business names of Kilpatrick Financial Planning atf Kilpatrick Family Trust ABN 12 348 213 209.

If you are looking for a reliable and trustworthy partner to assist you in your retirement journey, look no further than Retirement Income and Retirement Investments. Contact us today to schedule an obligation-free chat and take the first step towards a secure and fulfilling retirement.