Superannuation/ SMSF
your retirement savings
your superannuation is important
Superannuation is one of the biggest investments you’ll make, but rarely gets the attention it deserves. With expert advice in relation to fees, performance and value for money, we help you enjoy the best possible retirement.
We will work with you to identify an appropriate investment mix, a service level that meets your preferences, as well as the ongoing advice and support to ensure your superannuation is working hard for you.
New Wave Financial Planning can assist with:
- Finding lost super
- Consolidating multiple accounts
- First Home Super Saver (FHSS) Scheme
- Self-Managed Super Fund (SMSF)
- Salary sacrificing
- Pension strategies into retirement
- Sustainable superannuation
- Downsizer contributions
Contact Us to discuss your superannuation
WE CAN HELP GET MORE OUT OF YOUR super
WHAT’S OUR PROCESS?
Free Initial Consultation
In our initial complimentary meeting we will listen to your goals and aspirations. We will then cover in detail the services we provide and explain how we help people achieve their goals
Research
Utilising our broad knowledge base, and ensuring compliance with relevant rules and regulations, we undertake detailed research to ensure we have considered all aspects of your situation.
Strategy
Here we will identify and evaluate a range of strategies based on achieving your goals, and confirm their suitability for best meeting your needs.
advice
We will present you with a Clear & Concise plan to achieve the goals that you set out. This will include all the ‘nuts & bolts’ information and the various steps to be taken to meet your goals.
implementation
Simple – this step is putting the plan into action.
review
We will meet with you AT LEAST once a year to ensure your plan remains relevant and you are still on track to meet your goals.