Start planning for tomorrow today
A qualified Westlawn Wealth Adviser can help you plan to retire sooner, make the most of your hard work and ensure your super and savings are invested in the best possible way to help you achieve the lifestyle you want to enjoy in retirement.
How can we help you with your super?
Depending on your life stage, your Westlawn Wealth Adviser can help you select suitable investment options within your super fund to help reduce market volatility and maximise returns over the longer term.
Your Westlawn Wealth Adviser can help you take advantage of the generous tax concessions that may be available to you by making extra contributions into your super.
Arranging life, disability and income protection insurance through your super can be cost-effective and may provide certain tax advantages.
SMSFs generally offer greater flexibility than other types of super funds. Your Westlawn Wealth Adviser can discuss the benefits and additional responsibilities that come with managing your own super fund to help you decide whether an SMSF may be right for you.
Your Westlawn Wealth Adviser can show you how to how to draw a tax-effective income in retirement.
How will your super benefits affect your eligibility for social security benefits? Your Westlawn Wealth Adviser can assist with accessing any benefits you are entitled to.
Need some more information about your super?
We’re here to help.
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Why choose Westlawn for Financial advice?
Fully qualified financial adviser
Financial Planning Association (FPA) member
Wide choice of approved investment funds from leading & specialist managers