Superannuation


A critical pillar of your Financial House

Superannuation is often your largest asset (apart from your family home) that you will have accumulated by the time you retire and therefore becomes a critical pillar of your Financial House.

Managing your superannuation investment strategy and minimising unnecessary account management fees can have a significant effect on your superannuation account balance at retirement.   At Lakeside we work with you to assess various fund managers and investment options to ensure we find the right product for you.

The right superannuation strategy could mean the difference between really enjoying life in retirement and just getting by, so we help you to plan to help you achieve your retirement goals.

Australians are living longer and retiring earlier, with many people now spending more than a quarter of their lives in retirement. If you are like most, you will not only want to cover your general living expenses (such as food, medical, transport & accommodation), you are also going to want to enjoy your retirement.  Do you know how long you could afford to live once you have retired?

To help illustrate how much you may need in superannuation for your retirement, here’s a simple calculation:

  • 3 meals per day
  • x $10 per meal
  • x 365 days per year
  • x 20 years in retirement = $219,000 for food alone!

Unfortunately planning for your retirement involves a lot more than that simple calculation, so for more information on how we can help with your Superannuation

Lakeside Financial Planners can help with:

Debt Reduction Strategies - We can help you reduce the burden, and increase the efficiency, of your debt.

Personal Risk Planning - We will help you to protect your income if something unexpected were to happen.

Personal Cash Flow Management - To help you run your personal finances like a successful business.

Investment Advice - To help you build your wealth, to enable you to have greater lifestyle choices in the future.

Superannuation Advice - to help you maximise the benefits of your superannuation. Your future starts now.

To see how we can give you a head start on your Financial House make a complimentary financial planning consultation with us today. Contact Lakeside on Ph (02) 9899 4555, or email enquiries@lakesidefp.com.au

 

 

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