When the children have left home, and lifestyle, saving and spending requirements change focus, HNW Planning Representatives are available to offer their expertise to assist people in this stage of life with a range of services, including:
- Aged Care Advice regarding your parents
- Debt Management
- Estate Planning
- Finance (Lease and Hire Purchase)
- Financial Planning
- Personal Insurances
- Retirement Planning
- Self Managed Superannuation
Testimonials from this life stage
Listening and consulting
When I first approached Robert, I was at the stage in my career where I wanted to re-organise my investments and superannuation, sell my dental practice, and start further education. My accountant did not have the time or inclination to understand my existing investments and associated legal complications. My investment adviser at the time did not seem to hear what I required. Robert listened, and in consultation with my new accountant, re-arranged my investments, taking into account my reduced income whilst studying. He kept me informed at all times. Time has shown that his advice was right on target.
Without HNW Planning’s advice I would not have been able to move onto the next stage of my life as chief investigator with the Centre for Research Excellence of Primary Oral Health Care.– Dr Leonard Crocombe, Dentist and Associate ProfessorA testimonial for Robert Cumming
Assistance with mother into Supported Accommodation
To whom it may concern,
I would like to submit the following testimonial for Gayle McKew, Strategic Financial Planner with Prosperity Planning Partners.
My siblings and I engaged the services of Gayle McKew for assistance in all of the financial issues involved in the admission of our mother Patricia Halcro into supported accommodation. We consider ourselves to be extremely fortunate to have had Gayle as our adviser, who we have found to be extremely courteous and professional at all times. Gayle has been available for all of our issues and enquiries and provided clear advice and explanations that were easy to understand.
On behalf of my mother and family I would like to thank Gayle McKew for everything she has done and we would have no hesitation in recommending Gayle to anyone.
With sincere thanks,– John HalcroA testimonial for Gayle McKew
Quick to come back with an option
Rob Cumming and his organisation HNW Planning have been looking after my personal Financial Planning needs since 1996. During that period I have always found Rob quick to come back with an option that suited my particular needs at the time. He has always been available to me when information was required and has never failed to respond to contacts and deal with matters in a timely fashion.– Don Smithwick, Managing Director, Qube Ports and Bulk - 2nd June 2014A testimonial for Robert Cumming