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Sort out Your Super

It’s everyone’s dream come true, an investment tool that straightens out your retirement and saves you tax too. We’ll help you take advantage of it – after all, it’s called super for a good reason.

What is it?

It would be far too easy to simply call Super a retirement fund – it’s so much more than that. It’s the ultimate savings vehicle for your retirement, and the opportunity to buy a first home. It’s a tax saving machine, letting you keep more of the money you earn. Super is an investment option, putting your money to work and increasing returns on your savings. It’s a guarantee of security in your retirement phase, to enjoy all the fruits of your labour. Super, it’s… it’s… well, it’s all in the name really.

Why is it important to do?

Parkinson’s Law says that: any task will expand to fill its allocated time. In other words, the longer you give yourself to complete a job, the longer you’ll take to get around to doing it. When it comes to sorting your super, it’s easy to set a timeframe of “Before I retire”. But funding your retirement can’t be done at the last minute. With a decision to sort your super today and our help to make a few Super changes, you can rest easy, all set up for your golden years.

It starts right here

Take our quick quiz and see how far you are down the road.

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Question 5 of 5

Have you worked out your ideal retirement income?

This involves working out how much you will need on a weekly/yearly basis to live the life you want once you retire.

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You’re ready to hit the road!

Great work! Now it’s about making sure your super and retirement plans come together and navigating your way to retirement. Speak to us about your retirement plans by booking in a chat with us today!

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What should I do next?

Kick off your free trial today – book your 15 minute discovery call

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Let’s try other subjects

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Track your savings

Our income & expenses app Prosperity makes it super simple to see where your money is going, and make sure you’re on track with those goals.

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Manage risks

Life is unpredictable, so you need a safety net in the form of savings and insurance. Think of it as your Plan B. Then rest easy.

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