It could be a long way off, but planning future contributions now will make all the difference when the day sneaks up. We all know that we have to have super, but it is a very tax effective way of saving for retirement.
The tax advantages of investing more in your super now may be greater than you think and the reward when you do retire could astound you!. If you are over the age of 55, there are a number of tax-effective opportunities that can help boost your retirement wealth without changing your lifestyle
If you are looking for greater investment choice and control, a self-managed super fund (SMSF) can be an attractive choice. We’ll help you manage the complexities of setting up and administering your own fund, developing a personalised investment strategy that maximises your opportunities, while keeping risk under control.
Minerds Bell takes a holistic approach to retirement planning, with a personalised retirement plan designed to help you enjoy the retirement lifestyle you’ve been looking forward to. Your plan covers every aspect of your financial life, including risk protection and estate planning, so you can be confident that your family’s future is secure.
We develop your plan using a comprehensive process, founded on a thorough understanding of your situation and aspirations.Get in touch today View All Services
WHAT OUR CLIENTS SAY
I am extremely happy with Andrew Harris.He has exceeded my expectations over the years as has his company and I would not consider going elsewhere.His knowledge and follow-up has always been outstanding.He is professional as well as friendly and always gives that personal touch. Extremely happy with the advice and service offered by Andrew over many years.I really trust and vvalue his advice,decisions and planning….
Our Adviser has been very helpful and understanding of our needs,even when we have been unsure ourselves.She has been very supportive and has always made us feel important and at ease with decisions we have made. She has shown wonderful patience while we have made decisions. I really appreciate how my personal situation is addressed in a professional,caring and reliable manner. I have annual catch up Natalie to revisit my situation.While I might not be a high $ investor she has managed to assist me in building a nest egg that allowed me to purchase my first house….
I am extremely happy with the advice,support & understanding I receive from Doran.Nothing is too much trouble and he always has time to listen to any concerns of questions I may have and gives a very clear and thorough answer.I have total trust in him as my advisor. I have confidence in Minerds Bell that they know they’re doing as a company but importantly that Doran takes an interestin what’s important to me at each stage of my life….
Andrian Loader has been our Advisor for many years and we have always been locked after with our requirements.We have recommenced his services to many of our friends who now his talents. We have placed our entire financial future in Adrian Loaders capable hands.We have over the years build a successful retirement strategy thanks to his efforts. His ethics and professionalism are, we believed second to none….
We have been using Minerds for many years Through that time they have worked closely with us to refine our saving strategy to ensure that now,in retirement,we are in a secure financial position. Strength the trust in the brand name and the place in community.I am happy to be associated with quality local companies serving their community. I have found my experience with my financial adviser over the last 10 years to be exemplary. Minerds Bell Consultancy have been amazing…Empathetic to the loss of my husband and my personal lack of financial management.Honest and to the point,explaining information to me in a way i can understand.Constant posting about managing my financials and the occasional contact to chat and see how I am going with my life in general….