Our Services

Superannuation

Superannuation

Building the retirement you want.

Regardless of your current stage in life, a well thought-out superannuation strategy will, at some point, be pivotal in helping you to achieve your retirement goals.

Changes are continually being made to superannuation rules, meaning it is vitally important to consider superannuation as an investment earlier in your life, and ensure you are advised on appropriate ways to take advantage of all relevant opportunities to achieve your retirement goals.

Did you know?

At French & Lowden Finacial Planners, we stay abreast of all rulings and regulations. We also know the benefits achieved by implementing a tailored superannuation strategy.

We understand that the most effective structure for one client may not be the same for others, so we advise people on any combination of the following options:

Maintaining existing superannuation funds

Establishing new retail superannuation funds if you are not happy with your existing provider, but do not have the funds or inclination to warrant managing a self managed superannuation fund.

Our strategic program helps you build a financial structure that is in line with your dreams and goals. A concise superannuation strategy can be an important part of this process.

Contact one of our offices to discuss your superannuation needs and find out how we can help you develop a tailored superannuation strategy.

 

 

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making a decision based on this information.

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