Elevate is experienced to provide you with personal financial advice in the following areas:
SUPERANNUATION, PENSIONS AND RETIREMENT PLANNING
Industry Super, Retail Super, SMSF, Defined Benefit or Wrap Super – Elevate has the power to recommend what’s right for you, and you don’t need to transfer out of your current Super Fund to receive Elevate’s great financial advice.
SUPER ASSET ALLOCATION
A great deal of value can be derived by the asset class or classes you decide to invest in, the cost you pay to invest and when and how often you make contributions. Elevate can help you make choices to meet your needs.
There are many attractive reasons to invest in your super fund for the long-term. Elevate can discuss how you can make tax effective contributions to super and what is the best way for you to do this.
The earlier we start planning for the day when we stop earning a salary, the more our future self is going to thank us for it. It’s never too late to start planning, so why not start now.
TRANSITION TO RETIREMENT
When should you start a super pension? Should you start salary sacrificing a portion of your salary to superannuation to boost savings? Elevate can help you manage this important transition in your life.
CENTRELINK AGE PENSION
Elevate can help you apply for the Centrelink Age Pension and answer any queries you have. Elevate can also help you with financial strategies that complement or enhance your access to the Centrelink Age Pension.