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Specific advice
Saves you time and money
If you have limited time or you are looking for a fast, effective response to your current financial concern, specific advice was built for you.
- Over-the-phone convenience
- Bite sized bits of advice
- Affordable fees
- Easy actions for implementation
| Salary sacrifice to superannuation |
Find out how super contributions impact your income tax, take home pay and super savings. |
| Withdrawing superannuation |
Let us identify the tax implications and potential issues of accessing your super. |
| Investment choice |
We can help you to understand how a different investment option could affect you. |
| Retirement funding |
Check if you are on track for retirement. Find out how to get there faster. |
| Transition to retirement |
You can supplement your current employment income and reduce the tax you pay. |
In a telephone appointment, at a time that suits you our qualified Advisers will discuss your concern, identify a solution and detail the steps for easy implementation. We’ll complete the process by sending you a statement of the advice.