Australia truly is the lucky country. Employers are mandated by law to contribute to your superannuation, ensuring that most Australians have some form of a nest egg. However, very few individuals seek financial advice to ensure their superannuation aligns with their needs—this oversight can severely impact your quality of life during retirement.
Making informed decisions regarding your superannuation has lasting effects on your retirement planning; the sooner you address these foundational aspects, the better off you will be.
We can assist you with:
- Comparing your current fund to a variety of alternatives based on:
- Features and functionality
- Fees
- Historic performance
- Assessing whether the level of growth is suitable for your current life stage.
- Ensuring your underlying investments reflect your ethical and investment preferences (if applicable).
- Providing unbiased guidance on whether a Self-Managed Super Fund (SMSF) is right for you.
- Determining if you should be making additional contributions to boost your superannuation.
These services are available through an Artisan Project.
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M: 0490 214 314
E: Alexander@artisanwealth.com.au
Artisan Wealth is a Corporate Authorised Representative of Volare Wealth Pty Ltd, ABN 28 668 200 002, AFSL 553 949
You can read more in our Financial Service Guide.
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