Planning for retirement isn’t always easy, but it matters. It’s never too late, or too early, to start preparing. We understand that different things matter to different people, but having a retirement plan is important for each and every one of us. And it’s not as hard as it seems – in fact, you can get started right away. Let’s take a look at how to set up a plan for retirement that will help your super savings go a long way.
Self managed super fund (SMSF) trustees can decide how their fund is managed and control where their money is invested. Our clients often report that having greater visibility over their retirement savings has led to a deeper understanding of how their overall wealth is tracking, and given them more confidence in their investment and lifestyle decisions.
A financial adviser help you objectively make decisions about your money. A good financial planner will work closely with you to understand your current financial situation, your goals and aspirations, and implement a clear plan to achieve those goals. Ultimately, your adviser will remain a life-long guide, constantly monitoring your situation and changing the plan along the way to maximize your financial potential.
Personal insurance advice covers all of the rainy day situations you or your loved ones might find themselves in. In the event of an accident or illness, many families find that unexpected health concerns place them in financial stress, which only adds to the problems they are experiencing. Personal insurance advice is really about planning for financial peace of mind. While it can’t heal the trauma itself, it can ensure you’re financially protected when you’re feeling most vulnerable.
“Mike was the first financial adviser that I have used that took the time to listen to what I wanted to achieve. This will make desired results a lot easier to achieve as we are working towards a common goal not just what he thinks we should do.I would have no hesitation in recommending Mike to others and I intend to use his services for the foreseeable future.”
Greg Hodge, National Sales Manager - Hydreco Hydraulics
“I had the privilege of listening to Mike present at the AdviserEdge conference last week. Mike’s content was excellent and the message he shared was very beneficial to me as a new business owner. The best thing about Mike’s presentation was his preparedness to share his personal journey from start-up to business owner, leader and innovator. Mike’s genuine generosity and willingness to help others create their dream sets him apart as a great leader.”
Chae Parker, Principal Go Virtual
“I’ve always believed that financial advice is very much an individual thing, some will be well in control of their finances and others may seek finer guidance or reassurance and others will require everything to be done for them. Earning well doesn’t necessarily mean managing well and what has drawn my interest and time to Mike is that he understands this landscape clearly and a tunes himself to what will work, where he needs to provide input and where not. If you are looking for someone with this type of understanding, patience and support I suggest you speak with Mike. Thank you Mike for being much more than a great adviser….L”
Louis Fairlie, Information & Knowledge Manager at Transport
“Mike is the first advisor that I have engaged that caters for my profession and helped me explore my long term goals and options for financial management. I value Mike’s knowledge and specialist expertise and gives me confidence that I am in good hands. I found Mike to be open, honest and transparent and someone who I can trust.”
Tarun Tandon, Senior Vice President - Asia Pacific at WNS Global Services
“What is unique about Mike is that he takes a commonsense, no jargon approach to what is often a complex and confusing area; and one which has a large personal impact on most of us – our money. His clear, practical advice focused on the best result for his client, and he is willing to give you the hard message when necessary. I am looking forward to a long-term, successful working relationship with Mike where the ultimate outcome will be to achieve some of the lofty goals I have set for myself and my family.”
Lyle Steffenson, Account Director Honan Insurance Group
“We engaged Mike in 2013 with the view of planning for the future and providing financial security for the family. His knowledge around creating wealth from passive incomes is second to none and we now also have excellent life insurances in place, which gives us peace of mind. Mike also now looks after our Super, which is already proving the right decision and will no doubt make a huge difference in our retirement. Soon Mike will also be guiding us through building a property portfolio. This is without doubt a long term engagement and we look forward to working with Mike for many years. He offers a level of integrity and expertise that I have not previously encountered in this industry. I would highly recommend him.”
Jim Antliff, Sales Operations & Bid Management Director