Why use a Financial Adviser?

Financial planning is serious business.

It has a fundamental impact on you, your family and your business or career.

For investors, today’s financial environment is cluttered and volatile. The economy is increasingly dynamic. Markets are global and there are tens of thousands of investments from which to choose. But most investors don’t have the time or the inclination to become a financial analyst.

The right adviser will act in your best interests in an environment of continual change. Retirewell advisors are intimately familiar with the products, plans and processes that can help you achieve your goals.

With so much at stake, there’s no better feeling than finding an experienced adviser you can trust.

Why Choose Retirewell?

  • SMSFs attract younger members

    Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy to assume that self-managed super is dominated by older members. Not so.

  • Heed restrictions on downsizer contributions

    Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds into super, but advisers need to be aware of the restrictions around which property sales are eligible, according to a technical services expert.

  • Access to more resources and tools than most websites.

    We provide 24/7 access to all these extra tools and resources to help you build on what we offer concerning your tax and other financial affairs. *

  • Valuations key to avoiding NALI restrictions

    SMSF trustees may find properties within their fund caught under changes to non-arm’s length income rules if the property is involved in a related-party transaction and is not professionally valued, according to a leading SMSF law firm.

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General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Retirewell Financial Planning nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.