Financial Planning

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Financial Planning - 'Simplicity Retirement Solutions'

Patrick Crehan is the Principal and Founder of  ‘Simplicity Retirement Solutions’. He is a Certified Financial Planner with over 22 years experience. He has a Bachelor of Arts (Psychology), a Diploma of Financial Planning, and a Graduate Diploma of Financial Planning.

Patrick Crehan has completed the Ethics exam and meets the FASEA requirements to operate as a Financial Planner in Australia. 

He has specialist knowledge in NSW Government defined benefit schemes due to his experience with State Super Financial Services, Stateplus, and First State Super. 

Financial Planning
benefits of

planning for retirement

Financial Security

Planning for retirement in Australia ensures a reliable source of income during post-employment years, reducing the risk of financial instability and dependency on others.

Superannuation Growth

Strategic retirement planning allows individuals to maximize contributions to their superannuation, taking advantage of employer contributions, tax incentives, and potential investment growth.

Tax Efficiency

Proper retirement planning enables individuals to structure their finances in a tax-efficient manner, optimizing contributions and withdrawals to minimize tax liabilities.

Government Support

Understanding and planning for government pension schemes, like the Age Pension, ensures retirees can access additional financial support, enhancing their overall retirement income.

Healthcare Coverage

Retirement planning allows individuals to consider health insurance and other healthcare provisions, ensuring comprehensive coverage during retirement, when healthcare needs often increase.

Lifestyle Choices

Planning ahead enables retirees to make informed decisions about their desired lifestyle, whether it involves travel, leisure activities, or supporting family, without compromising their financial well-being

Let us plan for you

Call Simplicity Retirement Solutions today!

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