SUPERANNUATION

The goal posts keep shifting around contribution caps and accessibility rules, but superannuation will always be a key pillar of long term wealth accumulation.

We understand the superannuation landscape and will give you expert advice to help you make smart decisions that will set you up for a happy retirement. There are a whole lot of factors that will influence our recommendations and it’s important to compare features like fund performance, investment philosophies, in-built insurance benefits and portability.

You may also have multiple funds currently and we’ll assess the benefits of combining into one and then making that work as hard as possible to maximise your returns. Regular reviews and future modelling are important to keep your super savings on track and to visualise the projected benefits of accelerating contributions when you are able.