How is your Super Invested? Will it be enough for Retirement? Is a SMSF appropriate for you?
Your Super is ‘Your Money’, investing it appropriately can be the difference between retiring sooner rather than later and enjoying the retirement you deserve!
Superannuation is generally the single biggest investment asset for most people and the best part is, it’s one of the lowest taxed structures (10 to 15%) for holding investments, making it a haven for building wealth!
With complex superannuation rules & legislation constantly changing, we can ensure you make the most out of your super by investing it appropriately and allowing you to take advantage of the superannuation rules that apply to your situation.
We’ll make your super money work harder for you, so that you can grow your retirement savings and get the most out of your retirement.
Talk to us and get your super sorted today!
An Oak Tree Financial Planner can help you:
You will have an experienced, tertiary qualified, Gold Coast Financial Planner with industry leading qualifications, to manage your superannuation portfolio so that you can grow and protect your wealth.
Contact us for your free initial consultation with your local Gold Coast Financial Planner.
Boost your superannuation and retire sooner!