Want to Retire comfortably?
Retirement may seem like a long way off for some, but putting money into Super now, while having a limited effect on your current lifestyle, could be the most beneficial investment choice made by some. CA can help with specific advice and strategies in all areas of retirement planning.
Where are you now?
Have you got enough to ensure your financial independence during retirement? Over age 55 and wanting to save on tax?
Need comfort and security so your funds last throughout your retirement?
Increase your financial independence
With the help from CA you can increase your retirement funds quicker than you might have thought.
Retirement Aims – Have you got enough?
What’s your minimum income objective? At what age and for how long do you need funds to provide you with financial independence? CA can help you maximise your growth. Click here for a Quick Guide.
Transition to Retirement (TtR)
Are you over age 55? There are tax-effective benefits and specific strategies from which you could benefit. The likes of Transition to Retirement (TtR) and salary sacrificing are just the start of improving your retirement funds from good to great.
Throughout retirement you want to enjoy yourself and have peace of mind that your money is secure. How are you invested right now and are you comfortable with the choice? Visit CA to help create an investment strategy in retirement, because your money is too important.
Centrelink provides financial support through pensions, allowances or benefits. When applying for and finding out if eligible for Centrelink benefits it is important that you speak with a financial planner to ensure that you maximise the benefits for which you are eligible. CA can help you get the support you need.
Contributing into your Super
Whether it’s Employer, Personal, Salary Sacrifice, Super Splitting, Spouse or other contributions, find out the benefits of contributing into your Superannuation by calling CA today.
Saving & Reducing Tax
Through specific retirement strategies, you could save money on your tax that could be going towards your retirement funds.
Combining your super accounts can benefit you in a number of ways including; ease of management, saving on fees, among others. Lost some Super? If it’s out there, we can help you find it.
The right funds, to the right people, at the right time. Make sure the retirement funds you worked so hard for go to the right people if you pass away.
Get Started today! Book an appointment with a CA Advisor
Carole was fantastic throughout the process of restructuring our loan. She got us a great deal and explained all the features and how we could use them. I had plenty of questions along the way and Carole answered them promptly and simply. I would recommend Carole to anyone seeking a new mortgage or financing an existing loan. Ben Harper, Nestle – Demand & Supply Planning Manager