About Us.
Principal - Daniel Crump CFP®
Dan is a specialist retirement planner who has more than 20 years of financial services experience.
Since 2002, he has built his career as a financial planner in Central West NSW, helping thousands of local people plan for their retirement. In this time his clients have taught him what retirement success really looks like.
There is more to a successful retirement than having a high super balance. Those who enjoy retirement most feel confident and prepared. They have peace of mind from knowing that they have enough security to spend time with the people they care about and engage in the activities they feel passionate about.
Dan lives in Orange with his wife and five children. He is a proud and active member of the local community, currently serving as Treasurer of the Orange Cycle Club.
He has extensive experience in advising on the complexities of defined benefits super, especially NSW and Commonwealth public sector schemes. Dan is an expert in SSS, SASS, CSS, PSS, Local Government Super and StatePlus super.
But it is not what he knows, it is how he serves clients that makes Dan unique.
Dan makes the effort to get things right. There is no clock watching. It means he is always prepared to go the extra mile if that is what it takes. There is no rush. Dan always takes the time to explain your options and ensure you are comfortable with your financial decisions.
Dan is a CERTIFIED FINANCIAL PLANNER® Professional, a certification that is the internationally recognised gold standard in financial planning.
He also holds a Bachelor of Business in Finance and Legal Studies and a Diploma in Financial Planning.
Practice Manager - Andrew Grady
Andrew has had over 40 years’ experience in the financial services industry with 20 years engaging as a financial planner, most recently with Local Government Super (now Active Super). Prior to financial planning, Andrew successfully undertook multiple management roles within the Commonwealth Bank.
Andrew is married to Elizabeth, and together they have resided in Orange for the past 25 years raising their two (now) adult children, Ellen and Hannah in the region. During this time, he has served voluntarily on several community committees and is a NSW Justice of the Peace, an appointment he has held for over 26 years.
While Andrew no longer provides financial advice to clients, he will be fundamental in assisting Dan with all operational matters such as the implementation of your advice which enables Dan to focus upon his client facing and strategic planning priorities. Andrew is also available to answer any of your questions throughout the advice process.