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As an entirely independent advisory service, we don’t align ourselves with any one superannuation provider. This means that we are not obliged to offer any particular company’s products, and instead have the freedom to focus entirely on our clients’ best interests.

First, we look at where you are now, then where you want to get to. It is the gap between those two points that informs the strategy and products we suggest.

Superannuation is still the most tax-effective way to save to prepare for retirement. But, like any long-term investment, the fund has to be managed now. Proper financial planning and strategy is essential in making it grow from something small in the present into a sizeable nest egg in the future. Our expert team will help you to achieve that.

Our comprehensive superannuation service includes:

  • Helping you develop definable and achievable retirement goals
  • Providing advice and insight on your existing funds
  • Helping you find the right products for you right now
  • Giving you a selection of investment options, each one tailored to achieving your goals within your tolerance for risk
  • Advice on salary sacrificing for tax optimisation and wealth building
  • Assisting with consolidating your superannuation into one fund, if you currently have multiple super accounts
  • Assisting with finding “lost super”
  • Regular reviews of your superannuation strategy and fund performance

Superannuation is an essential ingredient of your long-term wealth and one that is frequently overlooked. Call us today to find out how we can help you secure your financial future.

Published Date: Mar 16, 2020