Superannuation, it's not an exciting topic, it's not something many people in the early to mid life even want to think about. Nobody wants to grow old, but we're sure, everybody wants to retire someday.
Close to $1 for every $10 you earn goes towards your super. It's likely one of, if not, the biggest asset you will have. I'm sure you'd spend hours researching a home to buy, but have you spent anytime researching your super?
Most Australian's are in the same boat, they're in a super fund that their first employer put them with, or their in a fund that made it easy to consolidate them all.
Is this how you believe the decision should have been made to manage your future?
Superannuation, it's not an exciting topic, it's not something many people in the early to mid life even want to think about. Nobody wants to grow old, but we're sure, everybody wants to retire someday.
Close to $1 for every $10 you earn goes towards your super. It's likely one of, if not, the biggest asset you will have. I'm sure you'd spend hours researching a home to buy, but have you spent anytime researching your super?
Most Australian's are in the same boat, they're in a super fund that their first employer put them with, or their in a fund that made it easy to consolidate them all.
Is this how you believe the decision should have been made to manage your future?
SWG provided our family with peace of mind and comfort, knowing our affairs are in safe hands... and this is the best security of all.
The Superannuation System, designed by SWG, to simplify the process for our clients.
PHASE 1
How can we help you?
The first part of your journey is for you to understand us and how we can help you with your superannuation. The call is no-pressure, no obligation and can be arranged at a time that perfectly suits your schedule. If you're excited about the way in which we can help you, we book a virtual appointment with one of the Financial Advisors.
PHASE 2
Where are you & where do you want to be?
In order for your journey to get started we need to understand where you are. This involves your current superannuation situation, your finances and your family. Then we can determine where this journey will end, where you want to be, your financial goals.
PHASE 2.5 - Research & Strategy Preparation
After Phase 2, we get to work, researching your current superannuation fund and preparing the strategy. For us, it's all about the numbers, we project your superannuation come retirement, if you stay in your current fund vs if you move it to a more suitable one.
PHASE 3
Strategy presentation
Here we present your strategy, the map on how to get you from where you are to where you want to be. It's about us, guiding you, on your best interests and showing you in black & white, the possibilities for your super.
PHASE 3.5 - SOA Preparation
After Phase 2, we get to work, researching your current superannuation fund and preparing the strategy. For us, it's all about the numbers, we project your superannuation come retirement, if you stay in your current fund vs if you move it to a more suitable one.
PHASE 4
Your future
Superannuation is not a 'set & forget', it requires monitoring and updating to ensure it continues to perform how you expect it to perform. Your future, involves us, as your financial guides, ensuring you are constantly being put in the best position possible to maximise your wealth.
The Superannuation System, designed by SWG, to simplify the process for our clients.
PHASE 1
How can we help you?
The first part of your journey is for you to understand us and how we can help you with your superannuation. The call is no-pressure, no obligation and can be arranged at a time that perfectly suits your schedule. If you're excited about the way in which we can help you, we book a virtual appointment with one of the Financial Advisors.
PHASE 2
Where are you & where do you want to be?
In order for your journey to get started we need to understand where you are. This involves your current superannuation situation, your finances and your family. Then we can determine where this journey will end, where you want to be, your financial goals.
PHASE 2.5 - Research & Strategy Preparation
After Phase 2, we get to work, researching your current superannuation fund and preparing the strategy. For us, it's all about the numbers, we project your superannuation come retirement, if you stay in your current fund vs if you move it to a more suitable one.
PHASE 3
Strategy presentation
Here we present your strategy, the map on how to get you from where you are to where you want to be. It's about us, guiding you, on your best interests and showing you in black & white, the possibilities for your super.
PHASE 3.5 - SOA Preparation
After Phase 2, we get to work, researching your current superannuation fund and preparing the strategy. For us, it's all about the numbers, we project your superannuation come retirement, if you stay in your current fund vs if you move it to a more suitable one.
PHASE 4
Your future
Superannuation is not a 'set & forget', it requires monitoring and updating to ensure it continues to perform how you expect it to perform. Your future, involves us, as your financial guides, ensuring you are constantly being put in the best position possible to maximise your wealth.
Find out more about
Find out more about
Find out more about
Strategic Wealth Group Pty Ltd