Superannuation can be seen to be a vehicle to do all the things you want, once you have done the hard yards and settled into retirement. Working with a financial planner gives you the opportunity to look at all the options available to make your retirement a stress free time that you can enjoy the way you want to.

Superannuation is a simple and easy way to receive tax free income upon reaching age 60. In retirement there is no doubt that superannuation is one of the most effective investment vehicles available.

At a young age retirement and superannuation might feel like it is too far away to think about though the earlier you start to build that nest egg the better. This gives you the option of choosing the right investment strategy which is very important and gives you the opportunity with a longer time frame to build your nest egg and you might even consider an aggressive portfolio then when retirement age gets closer you can work with your financial planner to reduce risks with a balanced portfolio, to help protect everything you have worked towards.

When you do retire we can work with you on the best way to manage your superannuation so that you can draw an income and enjoy your freedom and lifestyle in your retirement without the stress.

Superannuation Strategies

Flexible tax effective investing to assist retirement.

Self-Managed Superannuation

Offers control & responsibility of investments to members.

Employer Contributions

Keeping clients up to date with legislative entitlements and limits.

Personal Contributions & Salary Sacrifice

Advising Clients on the flexibility and tax advantages of funding for retirement.

Asset Allocation and Risk Profile

Make sure your investments offer you peace of mind and meet your expectations of security, risk and return.

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Quadrant Securities Wodonga Pty Ltd ATF QS Wodonga Unit Trust (CAR No. 1261334),  are Corporate Authorised Representatives of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.