Life’s really busy now and although retirement is still quite a way off, you want to know that your financial future is secure. You might be considering starting your own business, looking at buying an investment property and/or shares or you just want to be sure that will have enough to pay for your children’s education. This is a time when we can help you build on your financial foundations.

Getting your super sorted

It is never too late to get your super sorted but the sooner you start to take control of your superannuation the sooner you can take advantage of the tax effective benefits of super. We can:

• Recommend super funds to suit your situation and goals
• Consolidate your super funds
• Help you find your lost superannuation
• Make recommendations about your super arrangements including personal contributions, salary sacrifice, co-contributions and spouse contributions.
• Review your insurance opportunities including buying insurance through your superannuation fund.

Becoming your own boss or running a business

When running your own business there are a lot of things to consider, particularly when it comes to your financial situation. We can:

• Review and advise you on the specialised insurances you need to protect your income, business and employees.
• Advise on the superannuation requirements for you and your employees.
• Recommend superannuation strategies for your goals.
• Provide investment strategies and investment recommendations for your SMSF.
• Advise on succession planning for your business.

Educating the kids

A little research and planning could help you provide your children with the best possible start to their life with a good education. We can help you by setting an investment strategy to suit your goals.

Contact AssetZ Wealth to help you get your financial future underway.