Since 2003, our mission is to educate Australian families and help them achieve their financial potential.

Retirement

Preparing for retirement is something that most people overlook during the early stages of their life, however, building your retirement portfolio is something which can be drastically affected by the slightest difference in your investments. 

All superannuation funds charge fees. For example, if someone was aged 30, earning $50,000 pa. and has an existing super balance of $20,000. If that person was with 'Superfund A' which charges 1% management fees compared to 'Superfund B' which charges 2.5% management fees. Once they reach age 65, if they had chosen Superfund A they will have over $80,000 more at retirement.

Strategies such as Transition To Retirement which help you potentially reduce tax and other strategies which we can tailor to your needs, help you maximise your retirement savings through superannuation. Whatever your plans are for retirement, we can help you decide on the most appropriate strategy to make your plans become reality.