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Superannuation

Retired? Planning to retire? Planning ahead for retirement?

 

Many Australians know they have a Superannuation Account but know little about how it works.  Your Superannuation is like any investment, it should be reviewed and adjusted as your life needs change.

 

A Financial Adviser’s role is to help you maximise your superannuation savings for retirement – it is about building your retirement nest egg faster and more safely. 

 

Superannuation is a tool used to encourage Australians to save for retirement and where possible self fund their retirement.

 

Most people give little or no thought to their retirement until later in life, but those who seek Financial Advice certainly reap the rewards and have more options in retirement.

A Financial Adviser will work to ensure superannuation funds are invested in appropriate assets for your stage of life, risk profile and needs.  We will work with you to establish goals for superannuation savings for your retirement, bearing in mind your lifestyle needs.

So don’t sit at home and wonder:

 

  • How much superannuation do I need to retire?
  • How much Superannuation do I have?
  • Is my current Superannuation fund the right choice for me?
  • How do I find my old Superannuation Funds?
  • Should I be adding extra money to Superannuation?
  • How should I manage my Superannuation funds when I retire?

Knowing there is a professional managing your finances makes a huge difference to your stress, giving you more time to enjoy your life now, and into the future.

Contact us today for a complimentary appointment with a qualified and experienced Financial Adviser right here on the Sunshine Coast, and we can help guide you through everything you need to know and help you on your way to planning for a financially secure future.

Are you interested in an SMSF?

 

 

Many Australians have sought the benefits of a self-managed superannuation fund (SMSF), but it is not for everyone. Complex legislation and legal structures need to be adhered to. While there are many benefits to an SMSF, it is very administration-heavy. We can explain it in more detail and help you understand if this would be an appropriate strategy for you and if so, we can help you set it up and manage it professionally.

 

 

Contact us today for a complimentary appointment with a qualified and experienced Financial Adviser right here on the Sunshine Coast, and we can help guide you through everything you need to know.

Retirement advice specialists

 

Over time we have built up enough knowledge to fill a book, so we’ve written one! To get a FREE copy of How to Retire Successfully, contact us today.

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Book your initial complimentary meeting

Please provide us with your details and one of our friendly team members will contact you soon to book your meeting with our Financial Advisers.