Longevity Retirement Planning is a reputable financial planning business based in Castle Hill, NSW, with a team of four senior advisers and experienced administrative staff dedicated to providing expert advice and support to clients. With over 60 years of combined financial planning experience, advisers Chris, Sebastian, Jenny, and Matt specialize in areas such as retirement planning, defined benefit schemes, and Centrelink, ensuring they meet the diverse financial planning needs of their clients.
Committed to helping individuals achieve a comfortable retirement, Longevity Retirement Planning offers a range of services including testing retirement affordability, superannuation advice, income streams, Centrelink assistance, taxation guidance, redundancies, and estate planning. The business prides itself on its independence from any product or institution, allowing them to objectively select investments tailored to each client’s unique requirements. With a focus on enhancing returns while minimizing risk and expenses, the team at Longevity Retirement Planning aims to provide excellent service and advice to all valued clients.
Despite being a young business, Longevity Retirement Planning’s co-founders bring over 40 years of experience in the financial services industry, with a strong foundation built on trust and excellence. Their dedication to prioritizing clients’ best interests has earned them a loyal client base and a reputation for providing top-notch financial planning services. As the business continues to grow rapidly, Longevity Retirement Planning remains committed to establishing itself as a trusted brand in the Hills and surrounding areas for comprehensive and personalized financial planning solutions.