Here at GJ Private Wealth, our Certified financial planners in the Sutherland Shire and Sydney CBD are perfectly positioned to advise you on both your current and future superannuation arrangements.
The earlier you start thinking strategically about how to make it work best for you, the better off you will be in the long run. Superannuation is a valuable savings tool and our financial advisors in the Sutherland Shire can show you just how tax effective it can be through a tailored review of your superannuation arrangements.
Our experts in private wealth management offer effective investment advice in regard to your individual superannuation requirements, from roll-overs and consolidations to effective contribution strategies, fund establishment, management and SMSF compliance obligations. We help you take control of your super and set you up for the retirement you deserve.
Our Superannuation service provides you with the following:
- Superannuation fund amalgamation with correct entitlement check
- Investment advice for long term wealth accumulation
- Self-managed superannuation fund advice (new and existing funds)