It’s never too early or too late to think about your superannuation. Did you know that next to owning a home, for many people superannuation will likely become their biggest asset? It can also be a tax effective way to invest your money.

We take the time to understand what your goals and needs are and can help find a plan that works best for you.

Here are some things we will look at with you:

  • When should you start contributing to your super?

  • Should you salary sacrifice?

  • Would a Transition to Retirement strategy work for you?

  • What are the benefits if you contribute for your spouse?

  • Should you consolidate your super funds?

  • Do you have any lost super?

  • When should you start topping up your super?

  • Can you take advantage of the Government's co-contributions?

We’ll be able to answer these questions by:

  • Reviewing the performance of your current super fund in relation to your goals

  • Making recommendations based on your goals and circumstances.

  • Recommending alternative fund providers for superannuation products.

  • Reviewing any insurance opportunities including buying insurance through your superannuation fund.


What to do next
If you want to make the most of your money in the best years of your life, contact us today.

Fort Financial Planning

1a Cambridge Road


Tel (03) 6244 6155




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