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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?

INVESTING IN 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.

SUPER TAX ADVANTAGES

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.

INSURANCE THROUGH YOUR SUPER

Arranging life, disability and income protection insurance through your super can be cost-effective and may provide certain tax advantages.

SELF MANAGED SUPER FUNDS

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.

RETIREMENT INCOME

Your Westlawn Wealth Adviser can show you how to how to draw a tax-effective income in retirement.

SOCIAL SECURITY

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.

Talk to a Westlawn Financial Adviser

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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

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General Advice Disclaimer
All of the material published on this website is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.
Westlawn Wealth Management Pty Ltd ABN 32 124 861 409 Corporate Authorised Representative of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857. Please note that Affinia Financial Advisers Limited is not responsible for the advice and services provided by Westlawn Finance Limited, Westlawn Insurance Brokers Pty Ltd, Westlawn Life Insurance Pty Ltd or Westlawn Business Services Pty Ltd.

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