02 4365 2554

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
  • 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 Halcro
    A testimonial for Gayle McKew
  • Efficient, knowledgeable and trustworthy

    I have been a client of HNW Planning since 2002. Throughout the time I have known Rob and his HNW Planning team, I have found them to be efficient, knowledgeable and trustworthy. They have been able to help me manage my investments and minimise the effect of taxes. I can recommend Rob and HNW Planning to anyone who wants to secure their future financially

    – Dr Les Thean, Dentist
    A testimonial for Robert Cumming

Copyright HNW Planning 2014

Web Design by OddBall Web Solutions