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Home > I'm an Individual > Superannuation Management
Superannuation Funds Management
For more information on superannuation management, contact Guy Wall or book an appointment.
Services available to you include:
DISCLAIMER: PrimeWealth is an authorised representative of Securitor Financial Group Ltd and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice. Your Adviser may offer you services through PrimeWealth and ThePrimeAdvisoryGroup which are each separate businesses.
Super is simply a tax effective wealth accumulation structure that enables you to make your money work smarter!!
Planning for your retirement has never been easier.
Make a time to chat with the financial planners from our PrimeWealth division, about your future goals and what financial strategies might work best for you to achieve those goals. We can do the heavy lifting for you, including creating and managing your own Superannuation so that you have more input and control – you just need to decide how you'd like it to work and what your future looks like.
Developing your retirement plan will depend on current super balance, your risk profile, your retirement goals and your life stage.
Life stages include
Wealth accumulation – For those in their 20's, 30's & 40's
Transition to retirement – For those in their 50's & 60's
Self-funded retirement – For those aged 60+
Make a time to chat with the financial planners from our PrimeWealth division, about your future goals and what financial strategies might work best for you to achieve those goals. We can do the heavy lifting for you, including creating and managing your own Superannuation so that you have more input and control – you just need to decide how you'd like it to work and what your future looks like.
Developing your retirement plan will depend on current super balance, your risk profile, your retirement goals and your life stage.
Life stages include
Wealth accumulation – For those in their 20's, 30's & 40's
Transition to retirement – For those in their 50's & 60's
Self-funded retirement – For those aged 60+
For more information on superannuation management, contact Guy Wall or book an appointment.
Services available to you include:
- Superannuation funds consolidation
- Superannuation advice, planning and portfolio management
- Transition to retirement
- Retirement tax planning
- QROPS (Transition of UK Pension Funds to Australia)
DISCLAIMER: PrimeWealth is an authorised representative of Securitor Financial Group Ltd and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice. Your Adviser may offer you services through PrimeWealth and ThePrimeAdvisoryGroup which are each separate businesses.
Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice provided by Guy Wall, Christian Borkowski, Kevin Bettman and Jason Lund
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