Superannuation can play a major role in your retirement finances. Having access to the right advice early will help you achieve financial independence in retirement.
We will work with you to decide on which option suits your needs best – whether to choose a professionally managed superannuation fund, or to establish your own Self Managed Superannuation Fund.
To help you decide on which superannuation strategy suits you, our wealth management team looks at:
- what stage of life you are at (starting out, settling down, planning for retirement or enjoying retirement)
- where you hold your super and your account balance
- how comfortable you are with risk and the types of investments you’d like to hold
- whether you requires insurances within the superannuation environment
- expected contributions
- your plans for retirement
Find out how our Wealth Management team can assist you here.