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We are living longer and more actively – how you make your savings last and how you maintain your standard of living presents a financial planning challenge.

Our Financial Planners aim is to get you to retirement with the level of income you ideally need to maintain your chosen lifestyle. Maximising the lifestyle you have in retirement doesn’t just happen – it requires strategy, self-control and a financial plan.

Our Financial Planners have extensive experience in helping people make the transition from working life through to retirement and a broad knowledge in the following areas:

  • Contribution Strategies
  • Transition to Retirement Strategies
  • Tax Strategies for Retirement
  • Helping you figure out when you can retire
  • How much money you will need to do it
  • How and when will you be able to access your super
  • What government support will you be eligible to receive
  • Account Based Pensions
  • Maximising your entitlements in retirement
  • Age Pension
  • Seniors Health Care Card Assistance

The material shown on this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment; risk or finance advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Stephens Plattfuss & Co Financial Services P/L. Before acting on any of the information contained in this Website you should obtain special advice from a specialist financial adviser, which is appropriate to your specific financial needs, objectives and financial situation.

Claudio Orrico Sub Authorised Representative no. 279160

Stephens Plattfuss and Co Financial Services Pty Ltd
Corporate Authorised Representative no. 433175 of Professional Investment Services Pty Ltd
ABN 11 074 608 558 ABN 234951

Professional Investment Services Contact Information
Phone: 1300 557 598
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Certified Practising Accountants with a
client focus and a strong expertise in tax,
business services and advisory

Here at Stephens Plattfuss & Co. we have a strong focus on transparency and integrity. We believe it is these core values that assist us in supporting our client’s goals in the best possible way

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