Rapidly build your wealth in a low-tax environment
Superannuation is one of the largest assets most people ever own. With careful planning, the right super fund can also present wealth-enhancing opportunities and benefits such as:
- reducing tax through contributions
- buying property, shares, business premises and other assets
- enjoying a tax-free income in retirement
That’s why high-quality superannuation planning and advice is so important for growing your wealth and securing your future.
Expert superannuation services we can provide
Whether it’s guidance on your current fund or developing a complete strategy, we can assess your options, provide sound advice and ensure you derive maximum return from your hard-earned nest egg through a range of services including:
- Comparing fund performance, fees and benefits
- Re-structuring your superannuation
- Maximising tax-free benefits
- Consolidating your super
- Advising on investment options
We provide specialist superannuation services to:
- Business owners
- Trustees of self-managed superannuation funds
How you benefit from our super services
We take the guesswork out growing and securing your wealth.
Your experienced adviser will invest time in getting to know you and your needs, share a wealth of knowledge and meet with you periodically to help you achieve your goals.
Set and prioritise your goals
Have tailor-made financial strategies in place that bolster your wealth more efficiently while guiding you towards your short and long-term aspirations.
Avoid expensive mistakes
Understand your options and have a strategy to avert misjudgements and variables that see people not building large enough nest eggs or run out of money prematurely.
Plan your investments
Your advisor ensures your fund investments match your goals for retirement, attitude to risk and available time frame. And will review your plan with you through the year.
Safeguard your assets and income
Ensure your assets end up in the right hands with the appropriate insurances that protect you and your family when you pass.
Get back to business
Superannuation – especially SMSFs – can be time consuming and intimidating. We take all the burden and guesswork away so you can concentrate on the work that you do best too.
Optimise your overall success
Depending on your needs, we can provide financial advice assistance beyond superannuation, including loans, tax planning, trusts, retirements plans and more.