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.
We can assist you with:
- 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”; and
- 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, so let us help you.