It is never too early to start saving for your retirement. In today’s modern society, it is not uncommon for a person retiring at age 60 to spend up to 35 years in retirement. Your superannuation is a very effective tool allowing you to build your wealth, assets, and savings in order to make the most out of your retirement.
We specialise in helping you structure your superannuation effectively. Our integrated approach includes:
- Setting up a suitable super structure such as Self-Managed Super Fund (SMSF) for you
- Tax effective structuring for your underlying investments
- Understanding your retirement plans and the finances you need to achieve them
- Designing a financial strategy to help you turn your retirement plans into reality
Superannuation advice Sydney – Focused Financial Advice
Even if you don’t specify an investment option, your super will be invested in a default option where the investments are invested in a range of asset classes that may not be suitable to your investor risk profile.Our expert superannuation advisor can help you spread your investments across higher risk and lower risk assets to maximise your investment returns while managing the risk that by losses in some investments.
Like any professional service, it could be tricky to find a professional advisor who specialises in superannuation investments. You should understand that a reliable financial advisor will only provide advice, which is based on your best interest. Make certain that your superannuation advisor has excellent understanding of Australian tax system as well as rules and regulations on investment and superannuation.
“The planning and understanding of our finances was difficult for us, until Rob Wynan stepped in and showed us Financial Planning in a language we could understand, giving us greater confidence in our future.”
– John & Mary Ann from NSW