If you are in the planning phase or already retired, we can help you gain control over your retirement funding and make your assets work to your advantage.
We also provide a specialist service in Aged Care Planning, assisting families to manage the funding of transition to aged care facilities, and estate planning.

Retirement Planning

Retirement can bring new freedom and choices. It can be a time to do some of those things on your "bucket list", travel for extended periods. or pursue a hobby or interest.

Aged Care Planning

As we age, our needs change and our families become involved in helping us provide for our needs. Aged Care Planning enables families to make the right financial decisions about care and accommodation for an elderly family member based on individual circumstances.

Life Planning

At all stages of life, it's important to understand and have control over your finances. Simpatico Financial Solutions will help you gain the knowledge and confidence you need to take control and effectively provide for yourself and your family.

Why not contact us and find out more? Our advice can take complex tax and planning matters, and make them simple to understand and manage.

Contact: Andrew Harrison
Ph: 02 8051 3077 Mob: 0405 631 704.
Website: www.simpaticofinancial.com.au
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Andrew Harrison and Simpatico Financial Solutions are Authorised Representatives of Wealthstream Financial Group Pty Ltd. AFSL: 412079.
G02/1 Eden Park Drive, Macquarie Park, NSW, 2113. Ph: 02 9887 1960.