Exciting News: We Are Growing

Today, I’m thrilled to introduce someone who’s been an integral part of our team but a bit of a “secret” until now—Shaun Jones, an experienced financial planner who brings a wealth of knowledge to our boutique practice.

Why Shaun Specialises in Retirement Planning

Shaun has worked extensively in financial planning, with a focus on superannuation and the unique complexities of retirement planning. When asked why he chose to specialize in this field, Shaun shared that he’s passionate about guiding clients through key retirement stages, including Centrelink options, retirement income, and investment decisions. By helping clients navigate these complex choices, Sean finds great satisfaction in making the retirement journey smoother and clearer.

The Key to a Confident Retirement

One of Shaun’s top pieces of advice for clients is to prepare for those “big-ticket” goals early in retirement—whether it’s a special vacation, a new vehicle, or another large investment. By planning for these milestones, retirees can confidently enjoy the fruits of their hard work, knowing their financial strategy supports their aspirations.

At About Retirement, we believe in making the process as simple as possible. Shaun emphasizes that while clients may initially feel overwhelmed by options, financial planning doesn’t have to be daunting. We aim to distill complex choices into a few compelling paths, giving clients clear options that align with their goals.

Why Choose a Boutique Financial Planning Practice?

Before joining About Retirement, Shaun worked in various corporate settings. He’s found, however, that our boutique approach offers clients unique advantages, including the continuity of working with a small, dedicated team. Unlike larger firms, we don’t experience high turnover, allowing us to build and maintain meaningful relationships with our clients.

Another benefit is the broader scope of services we provide. While some superannuation funds only offer limited advice related to superannuation accounts, our team provides comprehensive advice on a variety of topics. Whether it’s Centrelink guidance, retirement income modeling, estate planning, or aged care advice, we cover the full spectrum of retirement needs, ensuring you have a truly holistic plan.

A Focus on Independent, Client-Centered Advice

As an independent practice, we have no ties to financial institutions or superannuation providers. This independence allows us to provide unbiased, client-centered advice without being influenced by corporate affiliations. It’s our mission to craft personalized strategies that work solely for your benefit and financial well-being.

Connect with Us and Choose Your Planner

Now, with both of us here to help, you have the option to schedule a meeting with either Shaun or me. Simply visit our website to arrange a time that works for you, and together, we’ll help you plan your ideal retirement.

For more valuable insights, don’t forget to subscribe to our channel so you won’t miss our next video, released every two weeks. Stay tuned for more retirement planning tips from both Shaun and myself!

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