Superannuation & Retirement Planning
ClockTower Financial Planning Financial Advisers will help you determine how much money you need to fund the retirement you desire. Based on decades of experience guiding people up to and through their retirement, we understand the challenges and the solutions to them. We will help you understand the investment and lifestyle choices you need to make to achieve your goals. We'll also help you to take advantage of superannuation and tax legislation to ensure you have the largest nest egg possible at the time of your retirement.
Understand your retirement goal and what you need to contribute to achieve it
Invest in a superannuation vehicle that meets your needs
Ensure your regular contributions are optimised for tax purposes
Ongoing support to ensure your superannuation is on track.
Our Advice Process
During our first meeting you can expect to discuss your financial goals and objectives so we can better understand how we can help. We’ll then do a financial health check by going through a series of questions so we can get a picture where you are today. This is also a chance for you to ask us questions about how we can help.
Once we’ve identified your goals, the next step in the process is for us to build a deeper understanding of your personal and financial situation. This information, along with our discussion about your goals and objectives, allows us to begin creating a tailored plan for you.
After finalising your tailored plan, we’ll present you with a Statement of Advice, explaining our recommendations and ensuring it meets your goals and objectives.
The strategies recommended in your Statement of Advice will now be implemented by us. This may also involve us working with our industry partners such as accountants, solicitors and mortgage brokers.
It is likely that your financial circumstances, goals and objectives will continue to evolve over time. That is why it’s important for us to contact you periodically to review your situation and update the strategies in place.
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