Retirement Planning and Superannuation

Achieve your retirement and superannuation goals with simple and easy advice on retirement strategies.

Planning for your retirement doesn’t have to be daunting or time-consuming.

Fitzpatrick Group will find the best plan for you, based on benefits limits, fees, contribution levels, taxation, life insurance, investment performance, superannuation and your retirement goals.

We will make sure you invest your earnings in a fund where you will receive the maximum return.

At Fitzpatrick Group, we can take away the guesswork, leaving you with confidence that you’re making sound financial decisions about the future – and the freedom to live for today.

Superannuation

Superannuation remains one of the most tax-effective ways to save for your retirement. Longer life expectancy and a soaring cost of living mean that it’s more important than ever that your money works for you.

At Fitzpatrick Group, we can help you maximise your superannuation and the benefits that come with it – so you can gain peace of mind that you are making the most of your hard earned money.

Using years of experience, we will find the best plan for you, based on benefits limits, fees, contribution levels, taxation, life insurance, investment performance and your retirement goals.

What is Self Managed Superannuation?

Self-Managed Superannuation allows you greater control and flexible investment choices, personalised investment strategies, access to lower fees and investment gearing opportunities. Fitzpatrick group can take a look at your circumstances and provide expert advice on whether a self-managed super fund is right for you.

We will set-up the self-managed superannuation fund and ensure you meet your obligations to completing the compulsory annual audit, filing an annual tax return and providing you with the resources and on-going notification to ensure you can focus on managing the fund and staying up to date with changes to Tax Office legislation.

Need help achieving your retirement goals?

Begin the conversation with us today.
Get In Touch
Shares
Share This