Superannuation

Can’t afford to retire… ?   Plan your post working life now!

 

We are both licenced & qualified financial advisers for over 17 years.

 

Through our dealer group Count Wealth Accountants, we have access to some of the best research and technical support available in the industry.

 

We use this information to your benefit to assist you in meeting your retirement goals.

 

We care about you! Risk minimisation is part of our job to ensure that your assets are sufficiently diversified across leading asset classes to achieve a more stable and consistent retirement outcome.

 

Our review to ensure both appropriate & and adequate insurances are in place, lost or stray funds are amalgamated and that SGC monies are captured is adviseable. 

 

Ask us about tax planning opportunities via salary sacrifice or transition to retirement strategies.

Don’t leave a secure financial future to chance, call us now for an appointment.