What we do
Superannuation & Retirement Planning
Superannuation is one of the most tax-effective ways to build wealth. By engaging with a Bellwether superannuation advisor, you are taking steps to ensure you’re in the best financial position for retirement.
Our financial advisors can help guide you and offer advice and strategies that are most appropriate for you, such as:
- Salary sacrifice and personal deductible contributions
- Transitioning to retirement strategies
- Strategies on asset allocation and diversification
- UK Pension transfers into Australia
- Setting plans to reduce tax on death benefit payments
- Personal risk (insurance) management
There are many things to consider outside finances in retirement, such as:
- Where you would like to live when you retire
- Whether you want to travel
- If you want to keep or change your vehicle
- If you’d like to join any social groups
- If you’d like to do any volunteer work
At Bellwether we know the secret to retirement success lies way beyond just the numbers. Our aim is always to ensure your peace of mind and fulfilment are the number one priority and that little things are not overlooked.
Contact your superannuation advisor in Perth. It’s time for you to enjoy your hard-earned freedom!
General Advice Warning: Any advice provided on this site is of a general nature only, you should consider whether it is appropriate for your personal objectives, financial situation and needs prior to acting on this information.
