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KEEPING AN EYE ON YOUR FUTURE

Superannuation

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Characteristics
  • FORWARD THINKING
  • MARKET RESPONSIVENESS
  • FLEXIBLE + VERSATILE
  • PRO-ACTIVE APPROACH
  • GROWTH FOCUSSED
RIGHT FOR YOU if...
  • Want to start saving for retirement and don’t know how
  • Are considering using an SMSF to reach your retirement goals
  • Have multiple super accounts, each charging regular fees
  • Wonder if you should be salary sacrificing
  • Are unsure if you’re currently contributing enough for retirement
  • Need to improve your corporate super in order to attract top talent
  • Don’t have time to manage your corporate superannuation
SPECIALIST KNOWLEDGE AT YOUR DISPOSAL

Overview

Superannuation can be confusing, both to individuals who are hoping to meet their personal retirement goals and to business owners planning a corporate super plan. We offer services to both of these groups, helping both employers and employees to thrive.

In order to best meet your long-term goals, we examine your unique situation, including how long you have until retirement, how you can maximise tax benefits and how averse to risk you are. We then use this information to create a clear strategy that will help you to live the lifestyle you deserve in retirement.

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Adam & Roy
Professional Superannuation Services
1.SMSF

SMSF

A Self-Managed Superannuation Fund (SMSF) gives you more control over your super and retirement planning, and this can lead to better management of your taxes, cash flow and risk. It’s important to understand, however, that there are running costs to consider as well as penalties for non-compliance. We can help you to review your finances and your long-term goals so you can make an informed decision about whether a SMSF is an appropriate and beneficial investment strategy for you.

1.Personal

Personal Superannuation

The sooner you start planning for retirement, the more options you’ll have at your disposal. Our expertise in personal superannuation includes specialist knowledge of wealth management, and Self-Managed Super Funds (SMSFs). Discuss your personal superannuation with one of our wealth advisers to land on the perfect super strategy for your unique situation.

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Meet the Superannuation team

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  • Rod-Thumb
  • Justine-Thumb-1
  • Adam-Thumb-2
  • Stewart-Thumb

Matt Smith

Director

Matt is a tireless, results driven adviser with a passion for collaborating with clients to help them make optimal financial decisions. Focussed on a seamless alignment between aspirations and strategy, Matt’s purpose for being professionally is to deliver peace of mind that financial decisions made now are supportive of a successful financial future for his clients.

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Rod Dickinson

Director

Making complex situations simple and understandable, and seeing clients meet long term goals is where Rod gets the most professional satisfaction.

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Justine Wilson

Director

Justine’s passion is helping clients achieve real life outcomes. She is focused on guiding clients through the complexity of their obligations by keeping it relevant and simple.

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Adam Montana

Principal Client Adviser

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

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Stewart Mortlock

Senior Client Adviser

Stewart has over 12 years' experience specialising with SMSFs, and over that time he has enjoyed seeing the changes in the governing rules and behaviours of trustees. The changes bring a greater level of complexity for all involved and this complexity is what he enjoys working through and finding the best possible outcomes for our clients.

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NICE WORDS. KIND PEOPLE
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HELPLFUL CONTENT

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