A desire to take away the financial worries around life’s later stages and help people build their personal wealth compels Simon Hoskin, CCFPG’s retirement specialist. From super and pension-related matters to aged care concerns or estate planning, Simon strives to make things easy to understand for his clients, framing everything in the simplest language possible.
“Everyone has different goals,” he observes. “Whether its saving for small trips away or putting away a few thousand dollars for when it’s needed, I love seeing clients achieve the outcomes they’re seeking.”
“Building wealth requires a clear plan,” he says. For Simon, that all starts with identifying what’s most important for each individual and establishing a fuller picture of their financial health. From there, he encourages the client to clarify and prioritise their financial goals, in order to begin the work of researching the strategies that will best enable those outcomes.
Drawing on over twenty years’ experience in business and finance with firms such as NRMA, Westpac and NAB, Simon then helps his clients determine the most effective pathways to build and protect their wealth. “I help people decide what is most appropriate to their circumstances – from tax-effective investment strategies and SMSF, to ensuring their lifestyle is protected against illness or accident.”
Are you seeking advice on how you can thrive in your golden years? Put your mind at ease and prepare your post-retirement position today, by chatting to Simon at CCFPG about what you want most out of life.
- Retirement Planning
- Centrelink Assistance
- Estate Planning
- Aged Care