Patrick Crehan

I have been helping people just like you with your retirement planning needs for over 20 years now, and I still enjoy seeing clients reach their goals and objectives, and achieve their dreams. My specialty is advising on building up superannuation for retirement, and providing clients with a reliable and solid retirement strategy when they do retire.

This gives them peace of mind to do all the things they have planned and never had time for. I built my financial planning experience working with State Super Financial Services, State Plus, First State Super and Aware Super. There are many clients that I have helped retire over 20 years ago, and I still manage their superannuation and investments today for them. My strategies cover issues such as -

• Wealth management
• Retirement affordability
• Retirement income streams
• Tax management
• Social security.

Now that I operate my own practice, I am able to advise on a wider range of investments and superannuation funds, which helps me put the interests of my clients first without being tied to a particular fund.

At the same time I do my best to keep things simple and explain strategies in easy to understand language.

Get in touch with me for a complimentary first appointment, so we can discuss how I can help you map out your financial future.