At Daniel Crump Financial Planning we are independent retirement planning specialists.
It is all we do.
We help you prepare for retirement and manage your money in retirement so that you don’t run out. We can legally manage your tax and maximise your age pension entitlements.
We are free to go the extra mile if that is what it takes. We take the time to explain your options and ensure you are comfortable with your financial decisions.
We are based in Orange and deliver retirement advice to clients in the Central West. We regularly have appointments across the region including Bathurst, Dubbo, Lithgow and Mudgee.
We are happy to meet with you face-to-face either at one of our offices or even at your home. If that is not possible, we can video-conference or use the phone.
And what you see is what you get. There are no hidden agendas. We are not owned by any financial institutions or super funds who might want to bias our advice.
Pre-retirement Planning.
The years leading up to your retirement are important ones. They are a great time to channel any excess income into your debts, like your credit cards or mortgage so that you are prepared for retirement.
Retirement Planning.
We can help keep your retirement on track by staying in control of the things you can control. Like your expenditure. When markets are weak, or if something unexpected throws you off track, we can tell you when it is time to cut back on your discretionary expenditure.
Defined Benefits Super.
We have extensive experience in providing specialist financial advice on defined benefits super schemes. We will make sure you understand your choices under the scheme, and help you maximise your benefits so that you receive your full entitlements.
Unexpected Life Events.
We understand that life happens. Every now and then we all suffer from unexpected life shocks that throw us off track financially.
Investment Planning.
We can help you build a retirement portfolio that underpins a sustainable and comfortable lifestyle for your retirement.
Age Pension Planning.
For most older Australians, the age pension forms an important part of their retirement income.
Estate Planning.
Most of our financial decisions in retirement have an impact on our estate and how our financial assets are treated when we die.
Redundancy Planning.
Whether voluntary or involuntary, this is a major life change and can be highly stressful. When it comes unexpectedly it can feel like the ultimate rejection.
Tax Planning.
Australia’s taxation system is highly complex and there are lots of opportunities to responsibly manage your tax outcomes.
Contact us.
enquiry@danielcrumpfp.com.au
0418 148 622
Greengate Shopping Centre
2 Prince Street
Orange NSW 2800