Craig Chapman Financial Services

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Craig Chapman Financial Services Services, retirement will I have enough? Investment insurance & superannuation planning. Craig owns and operates Craig Chapman Financial Services Pty Ltd.

Craig has been involved in the financial planning industry since 1998. Specialising in wealth protection, wealth creation advice ,superannuation investment strategies, retirement advice, tax effective investment, planning, wealth accumulation, risk personal insurance planning, income protection ,business protection insurance. Reach out for specialist advice via our email. Craig Chapman
Grad.Dip.Fin.Plan (Fin.Planning) Financial Planner Authorised Representative No 252842
Matrix Planning Solutions Limited Australian Financial Services
License Number 238256
ABN 45 087 470 200


General Advice Warning: This information is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication. You should read the Product Disclosure Statement (PDS) before making a decision about a product.

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“We’ll never have enough to retire…”It’s the most common concern we hear when people join us for a complimentary initial...
06/05/2026

“We’ll never have enough to retire…”
It’s the most common concern we hear when people join us for a complimentary initial meeting.
But the reality may be more hopeful than you think. There are often opportunities and strategies that haven’t yet been explored — and that’s where we can help shed some light.
When planning for retirement, it’s not just about your superannuation balance. There may be additional factors worth considering, such as:
• Downsizing opportunities
• Unused concessional carry-forward caps
• Non-concessional contribution caps
• Potential future inheritances
A well-structured plan can bring greater clarity, confidence, and direction for your retirement.
Let’s explore what’s possible — you might be closer than you think.

Read more below,

https://moneysmart.gov.au/plan-for-your-retirement

Address

Suit 5 Martin House 142 Union Street
Newcastle, NSW
2291

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61249276479

Website

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