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  • Superannuation Beacon Financial
  • Transitioning to retirement
  • Wealth protection
  • Solutions for small business

Beacon Planning Solutions

From the day you start work to the day you retire, superannuation contributions form the basis of a great financial plan. The favourable tax concessions on contributions and investment earnings make it an attractive structure for growing your wealth. When you are starting out, building your super contributions gives you a powerful way to take advantage of compounding returns.

As you move through your working life, you can look at more sophisticated strategies for accelerating your super through salary sacrificing or self-managed funds. In the approach to retirement, you can take further advantage from strategies that provide more tax benefits in the transition to retirement.

Our strategic advice can be an invaluable tool to help you identify the benefits available to you and position your investment strategy to securely build your superannuation portfolio.

Let’s take a closer look at how you can benefit.

  • Financial advice and planning to help you create a brighter future.®

    Financial advice considers the creation, growth, protection and ultimately the enjoyment of wealth. The ultimate goal of good financial advice is financial freedom. Having the freedom to do the things you want, when you want. Seeking advice can help you prepare for life’s financial ups and downs and help you achieve future security.

    The number of investment options, complexity of changing legislation and changes to your own personal situation can mean it’s challenging to make an informed decision without the help of a financial advice professional.

    Appropriate and quality financial advice can help you to make the most of your financial resources to protect against life’s ups and downs and help you to reach your personal and business goals.

    We are proud to be a referral built business, based on lasting client partnerships.

A Brighter Future
Find us on Facebook Follow us on Instagram
Call Us: 1300 526 628
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