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Helping you confidently transition
into the next chapter of your life

Retirement Financial Planning & Superannuation Advice

An appropriate retirement investment strategy is essential to ensure you will be able to fund your desired retirement lifestyle.

Your superannuation strategy is a key component of your broader retirement planning. As part of our retirement investment services, an Adviser can help you understand how much you will need to save for your desired retirement lifestyle and develop an appropriate contribution strategy using one or more of the retirement investment options below.

  • Government Co-contribution
  • Spouse Contributions
  • Contribute the Proceeds of Downsizing
  • Salary Sacrifice / Personal Pre-Tax Contributions
  • Transition to Retirement Pension
  • Personal After-Tax Contributions
  • In-specie Contributions

Which super fund option is right for me?

Industry Funds
These are useful lower cost funds but can have limited investment choices and insurance options.

Retail Funds
These are run by large financial services companies and typically provide a broad range of investment options and a selection of insurance options.

Corporate Funds
Run by employers for their employees but have become less common since industry and retail funds became more competitively priced.

Self-managed Super Funds (SMSFs)
The largest segment of the superannuation industry, SMSFs can give you complete control of your investment strategy and insurance options, within the legislative framework.

Talk to one of our Advisers about your specific Retirement Financial Planning requirements to find out which type of fund best suits you.