Do you have a successful career or business?
Are you time poor and feel you aren’t giving your finances enough attention?
As an independent Brisbane financial planner, we can provide expert direction on where and how much to invest, and how to prepare for your retirement.
Superannuation is an excellent low tax environment to build wealth over the long term. Most people just let this all-important retirement nest egg just sit there, hoping it will grow automatically – but what about if you are self-employed, with no employer contributions? Or you are in a fund that is charging high administration fees, or that has low return on investment compared to others?
Our Brisbane financial planner can provide expert guidance to help you really make the most of your superannuation.
It’s about how you can take your dollar further – growing your wealth, implementing tax planning, and knowing that you have done what you can to be on track financially for the future.
It’s about being clear and confident with your finances, reducing the stress, and allowing you to focus on your family, career, business or what’s important to you.
It is also about investing into things that can help improve the standard of your life before you retire and access your superannuation. It’s also not just about choosing between property or shares. It’s very important to diversify your assets and to hold a combination of property and shares to successfully build wealth.
- Choosing the right super fund, risk profile and asset allocation to suit your circumstances.
- Looking at diversification of your assets inside and outside superannuation to reduce tax, build wealth and help support the lifestyle that you want.
- Managing your investment strategies over the long term to ensure your strategy is tax effective in the short, medium and long terms.
- Help you to review your cashflow and identify opportunities to get your income and investments working harder for you.
- Strategies to pay down debt faster.
Life is complicated. We’re more than just a Brisbane financial planner – we are the business partner you work with to maximise your financial potential.
Useful Resources
Is Your Super Working For You?
For an Australian on the median full-time income of $72,000 per annum from age 20 through to 67, a 1% difference in investment returns can make a difference of $153,000 or 27% to the balance of your super upon retirement. Choosing the right fund for you is very...