Superannuation Planning - Planning For Life

It doesn’t matter whether you are just starting out in life or in your golden years, superannuation will be one of your most important investments. It is also however one of the most complex investments, made even more so by the ever changing regulations.

There are many questions we are constantly asked:

How much can I contribute to super?
Is my employer paying the right amount into my super?
What choices do I have in relation to where my super is invested?
Should I manage my own super fund?
When can I access my super?
Can I afford to salary sacrifice additional funds into my super?

At Planning for Life we help you make sense of the complexities surrounding superannuation, as an investment vehicle and tax structure, and ensure you are appropriately structured to take advantage of the underlying benefits.

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Meet our advice team

Excellence is just the beginning. We have established a clear set of underlying principles for the advice we provide in relation to investment, superannuation, insurance and debt. These ensure a structured and disciple approach to strategy and design.

RHONDA MCKENZIE

CEO and Financial Advise

“Financial Planning is not about money, it is about having the flexibility and choice in how you live your life.”

RACHEL MARTIN

Financial Adviser

“Financial planning may seem boring, however if it helps you establish a plan that turns something unrealistic into something that is achievable, then it becomes exciting.”

We know that financial planning can be complicated. Planning For Life makes it simpler for you. When you need advice and support, call us on (03) 8841 3111