Retirement & Superannuation Advice

retirement

Retirement

✓  Review your financial situation.

✓  Help set short and long term financial goals.

✓  Look at how much money you will need in retirement based on the lifestyle you desire.

✓  Identify your income and commitments.

✓  Work with you to develop a new budget and investment plan to achieve your short-term goals and recommend strategies to accumulate the amount you need to meet your retirement plans.

✓  Review and recommend appropriate insurance.

✓  Recommend if you need to create or update a will.

superannuation

Superannuation

✓  Review the performance of your current super fund in relation to your goals including how close you are to retirement.

✓  Make recommendations about your super
arrangements, based on your goals and circumstances.

✓  Recommend alternative fund providers – superannuation products.

✓  Review any insurance opportunities including buying insurance through your superannuation fund.

super-choice

Super Choice

✓  Advise if choice of superannuation fund laws affect you. Review the performance of your current superannuation provider in relation to your goals including how close you are to retirement.

✓  Make recommendations about your super arrangements, based on your goals and circumstances.

✓  Recommend alternative fund providers – superannuation products.

✓  Review any insurance opportunities including buying insurance through your superannuation fund.

financial-freedom

Financial Freedom

✓  Review and analyse your current spending patterns.

✓  Review your financial commitments and debts.

✓  Identify your opportunities to save money.

✓  Construct a budget with you.

✓  Review, recommend and organise appropriate insurance.

Contact Us

3/6 Rebound Ct, Narre Warren
VIC 3805, Australia

03 9796 7778

 

Daniel Boce, trading as Lifestyle Solutions Financial Planning, ABN 44 870 985 986 is an Authorised Representative of SYNCHRON (Australian Financial Services License No. 243313). This website contains general
information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.