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About Daniel Crump Financial Planning
At Daniel Crump Financial Planning there is no clock watching, so we are free to go the extra mile if that is what it takes. It is important you understand your options. We take the time to compare the possibilities and help you understand what you can and can’t achieve. We make the effort to get things right, whether that is when we are placing your investments, making changes to existing investments or making sure you receive your full age pension entitlements. We are flexible in how we provide our services. We are happy to meet with you face-to-face either at one of our offices or even at your home. If that is not possible, we can video-conference or use the phone. It is up to you.
Services
Specialist Retirement Planners
Pre-retirement Planning
Retirement Planning
Defined Benefits Super
Unexpected Life Event
Investment Planning
Age Pension Planning
Estate Planning
Redundancy Planning
Tax Planning
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Ways to Pay
Cash
EFT
Eftpos
Mastercard
Visa
Licences
AFSL 530665
Frequently Asked Questions
How much will it cost?
Our first appointment together is cost and obligation free. We will determine an appropriate fee only after we understand your situation and how we can serve you. There are no surprises. Our service offer will be clear and the fees fixed. You are in control. Our fees will only be payable after you have provided your consent in writing.
Is your advice biased in any way?
At Daniel Crump Financial Planning we work for our clients and no-one else. We are not aligned with any major financial institutions or super funds who want us to push their in-house products. If we make a financial product recommendation we can choose from a broad range of products, including any products you currently are invested in.
Daniel Crump Financial Planning