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Retirement

19524159_sAs the years roll on and working life recedes into the past, financial, lifestyle and other considerations change focus. HNW Planning Representatives stand ready to assist people navigate this stage of life with a range of services, including:

Testimonials from this life stage

  • 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
  • Holistic solutions to diverse and complex problems

    Our general financial viability and that of our Superannuation trust has been enhanced, immeasurably, by the professional advice provided by Rob Cumming and his staff at HNW Planning. We have been particularly impressed by the breadth and currency of the knowledge displayed by staff at HNW Planning and by their capacity and willingness to apply that knowledge to our advantage. Moreover, the network of related professionals established by HNW Planning has strengthened their ability to provide holistic solutions to diverse and complex problems. We are also impressed by the tolerance shown for our initiated, alternate investments outside the HNW Planning framework. – 18th May 2006

    – L M Koder AM, Emeritus Professor USyd BSc PhD (NSW) MSc (N’cle) Academic and Management Consultant
    A testimonial for Robert Cumming
  • Well researched and pertinent

    Since year 2000, Rob’s financial advice has always been well researched and pertinent to our situation with realistic options and an understanding of the implications of each. We always have the feeling that Rob has an in depth understanding of our particular circumstances and always ready to assist in a professional, helpful and friendly way.

    – Kevin and Bonnie Davis, Retired Retail Executive
    A testimonial for Robert Cumming

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