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Advice Services

Superannuation & Retirement Planning

Q. Do you know how much income you will need in retirement?
Q. Do you know what level of assets you need to provide that income?


You're never too young to start dreaming about your retirement and working on strategies to build your retirement nest egg. The earlier you start planning, the more likely you are to reach your retirement goals!
 
After all, once you get to retirement, surely you want to enjoy being there.


 

Personal Insurance Planning

Q. Do you have a family, debts or an income?
Q. What is your plan to meet your financial commitments if your income stops?


One of the biggest financial risks facing adult Australians is the inability to provide for themselves or their family in the event of sickness, injury or death.

For this reason, your income is really your biggest asset; without an income, how would you pay for your home and feed your family?

 

Self Managed Superannuation Funds

Q. Do you like to be in full control of your investment choices or are you looking to invest in real property in your super?
Q. Are you interested in the flexibility a SMSF can provide?


If so, a self-managed superannuation fund (SMSF) might just suit you.

If you decide to set one up, it is important that you understand your obligations as trustee of the fund. A qualified professional will make sure you're getting the most out of your SMSF.

 

Business Succession Planning

Q. Do you have business debts or key people that your business relies on?
Q. Do you have a business partner who is not also your spouse?


These are major considerations for business owners and quite often go unaddressed and can lead to big problems down the track.

Wouldn't you prefer to plan for the worst today to avoid headaches later?
 

 

Other Advice Services

At 20/20 Advice, we are skilled at forming the right strategy for you. This is not limited to our main advice areas.

Click here to access more information about the following advice areas:
- General Financial Planning Strategies
- Group Risk Insurance Strategies
- Investment Strategies
- Centrelink Strategies
- Aged Care Strategies
20/20 Advice Pty Ltd ABN 51 166 265 023, Corporate Authorised Representative
AIW Dealer Services Pty Ltd ABN 59 153 322 420 | AFSL 414256, Level 7, 39 Sherwood Road, TOOWONG QLD 4066