Attend this free education workshop to find out about Self Managed Super Funds (SMSF) and how they can help you have greater control of your assets and investment decisions to increase the choices you have in your retirement.
FINANCIAL PLANNING & WEALTH CREATION
Whatever your stage in life, whether you are looking at buying a property, planning your retirement or expanding your business, our comprehensive financial planning services can help you achieve your goals. You may be looking for a financial planner who really knows ‘you’ and understands your circumstances intuitively. We work with you to form a plan tailored to your specific requirements. We focus on your specific goals, evaluate your current circumstances and develop strategies to reach your objectives. Our approach to financial advice covers goal setting, budgeting, enlightenment and consistent evaluation of the market and circumstances.
In the manner a fitness trainer sets goals, assesses your fitness level and develops a program to achieve your objectives, we perform a similar role but for your money. Think of us as your personal coach, sharing, collaborating and problem-solving. Our financial advisory service is there to provide you with the clarity and understanding you desire and the reassurance that all your important financial issues are being fully taken care of.
ESTATE PLANNING
Respecting your legacy
It’s a given that you have worked hard to get your family and loved ones ahead. When the time comes to hand wealth across generations, we’ll help navigate the complexity, implement strategies to protect those most important to you and maintain the legacy you intended.
Your BPFS adviser will work with Estate Planning specialists to ensure your wishes are met and your wealth is efficiently passed down to the next generation.
We advocate for your wishes
Whether dealing with multiple generations, establishing a trust or preserving wealth, we’ll ensure you have the appropriate structures in place to build your legacy.
We help facilitate sensitive discussions, working with you to develop a clear estate plan and walking/talking it through with everyone concerned. This approach helps to reduce family disagreements and legal challenges.
SUPERANNUATION
Retiring into the lifestyle you have worked for and earned shouldn’t be a difficult road. With the right advice, our financial planners can eliminate all the guess work, so you can maximise your Super and retire with peace of mind.
The greatest concern for 60% of Australians is reaching the age of retirement without having enough money.
Providing financial benefits in retirement, Superannuation is the government-mandated investment vehicle for all working Australian residents, who accumulate savings through trust funds.
Our financial advisers can help you choose the right Super fund option that works for you – meeting all required government standards for eligible tax concessions.
Even though most Australian employees receive a Superannuation contribution from their employers, this might not be enough for their desired lifestyle upon retirement.
At Best Practice Financial Services, we can guide you to explore a number of additional options that enable you to contribute more than the mandated amount, and be financially prepared for that next chapter in your life.
SELF MANAGED SUPER FUNDS
There are a lot of benefits to having a self-managed super fund or SMSF. Yet the title of these funds gives you a hint – they have to be managed.
SMSF can allow you the flexibility to control your own investment strategy.
They are not for everyone.
Our team can help you assess your current situation and goals, and discuss the pros and cons of a self-managed super fund.
Ask us for more details or set an appointment now to discuss it further.
We also run regular free workshops on SMSF.
Disclaimer
Any advice provided on this website is General Advice Only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. If any products are detailed on this website, you should obtain a Product Disclosure Statement relating to the products and consider its contents before making any decisions. While all care has been taken in the preparation of this website, The FinancialLink Group does not warrant or represent that the information is accurate, complete or current.