Our Services
Superannuation
Superannuation is one of the most effective tax structures you can hold. The reason for this is that its sole purpose is designed for retirement, and as such it receives concessional treatment in many areas of taxation law.Many Australians don’t pay any attention to their superannuation until it is too late. Currently, in Australia, employers contribute at least 9.5% of their employee’s salary into Superannuation, with this figure to increase to 12% through proposed legislative changes. As a result, for many Australians, superannuation may be their largest investment held during their lifetime. Therefore it would be prudent to take the time to speak to a professional to ensure that your superannuation is invested in the best asset classes and platform to suit your needs.We believe that one of the key areas to saving for retirement is to plan now, so you can live well later.Superannuation Services We have flexible super solutions for all investors. Our superannuation offer covers Personal Super, Industry super and Self-Managed Super Funds
Retirement
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets.Retirement is about simplifying complex issues such as Centrelink, superannuation and income streams, to live the retirement you deserve.We can assist you with Centrelink requirements and entitlements, such as age pension; estate planning considerations; and retirement income streams.It’s important to consider that retirement life stage may last a long time, depending on your retirement age, this is sometimes more than 40 years.You may want to start working less and consider moving to part-time employment. You may also start thinking about ways to provide financial assistance to your children once youare gone.Careful planning before you retire can make a big difference to your superannuation balance, making it last longer and giving you peace of mind that your hard-earned wealth is protected for you and your children.
Wealth Creation
Investments and creating your wealth is about putting long-term strategies in place.We will assist you in taking control by coaching you on budgeting, cash flow, saving, wealth creation strategies, tax minimisation, protecting your wealth, superannuation planning and investment planning.
Investing long term for you or a specific goal
Personal Insurance
Be prepared for life’s emergencies and
don’t leave it to chance
The protection of yourself and your family is not something you want to leave to chance. So often we insure our possessions like our house or car but we forget about what matters most to us – our loved ones.
Insurance protection against loss of income, disablement, serious illness and death will give you the peace of mind in knowing that your family and your future are protected should something happen to you. And if you own a business, providing cover for the absence of a business partner or key employee is also an important consideration.
We can help you understand the various types of personal insurance that may be suitable for you, including
With access to an extensive range of insurance providers, we’ll ensure you find the right insurance policy with the right level of cover that meets both your needs and your budget.
About
Australia Wide Wealth services provide tailored financial advice aimed to guide Australians towards their financial goals and objectives. Financial advice is about enjoying life, now and in the future. Tell us where you want to be and we’ll create a roadmap to help you get there.
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Contact
Email : info@australiawidewealth.com
Phone :
0435 066 270
Location
Location:
Suite 2, 1 Ricketts Road, Mount Waverley, Vic. 3149
Mailing address- P O Box- 3171, Caroline Springs, VIC 3023
