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Empty Nesters

14023543_sWhen 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:

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 Professor
    A testimonial for Robert Cumming
  • 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 2014
    A testimonial for Robert Cumming
  • Instrumental in developing and implementing fortuitous estate planning strategy

    Robert Dunn has been my husband’s and my adviser for about a decade. We believe Robert’s strength is that he advises in all financial areas that affect us, not just investment. He identified that a risk area for us was estate planning as there was significant potential for my husband’s children from his former marriage to challenge his will. He was instrumental in developing and implementing a strategy to discourage a challenge which was effective after my husband died last year and a challenge was being considered.

    I now seek his advice in all things financial, which has included salary packaging and (previously) my husband’s aged care. He is also helping my children who have now graduated and are financially independent. I would recommend his services to anybody wanting across-the-board financial advice from someone who puts their client’s interest first.

    – Widow, late 50's
    A testimonial for Robert Dunn

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