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While it may not seem like it yet, your superannuation savings or ‘super’ as it is more commonly called, is likely to be your greatest asset (aside from the family home) as you approach retirement.
However, many people overlook the importance of superannuation and the role it plays in growing your retirement nest egg. For instance, those who pay little attention to their superannuation fund, may find that their superannuation savings are held in the default (or balanced) option, which may not be ideal for their circumstances, retirement goals, or what we call your “tolerance towards risk.”
This could mean reaching retirement age with less money in your super fund than you may have otherwise accrued had the investments been more appropriately structured according to your needs, situation, and objectives.
At Shorebridge Wealth Advisers, we understand the complexities of the superannuation environment including self-managed superannuation funds (SMSFs) and can help structure a superannuation strategy that is right for you.
To find out more about our approach to superannuation, please contact us.
Are you looking for a legitimate partner to help you drive the next stage on your financial success journey?
Please feel free to contact us or book an appointment to set up a no-obligation meeting with one of our financial advisors.
Shorebridge Wealth Advisers is a boutique financial advisory firm with offices in Chatswood and Bella Vista. Our job is to help you plan strategies that will allow you to take control of your financial future. It’s our privilege to create lasting relationships with our clients and build lasting trust, ensuring each generation has the opportunity to live the life they want.
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