Many people take a ‘set and forget’ approach to superannuation because with so many options and changing rules, it can be complicated. It’s much simpler when we can provide the relevant options, expert advice and services to manage your super to meet your retirement goals. Whether your super is in a fund or you are self managing, let us do a full review to make sure your money is working as hard as you are.
While you’re working hard, make sure your super is doing the same so you can look forward to a secure retirement. Our experts can help you:
– set retirement goals
– understand superannuation options
– assess your risk profile
– review existing arrangements
– sep up self-managed funds
– advise on strategic and tactical asset allocations
– assist with locating lost super
– consolidating accounts
Have you ever wondered if super is really a good investment? Let us explain the benefits of this tax-effective way to save for retirement, and provide practical advice on the many options available.
While merging superannuation accounts can streamline administration and fees, keeping more than one fund may have some benefits. We can help structure your accounts to best suit your goals.
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Michele specialises in Self-Managed Superannuation Funds and graduated from Victoria University with a Bachelor of Business (Accounting) in 2003. She holds an Advanced Diploma in Financial Services (Superannuation) and became an SMSF Specialist Adviser (SSA) with the SMSF Association in 2010.
Michele has been swimming with fresh water crocodiles.
Nishani joined the Bongiorno Group in 2009, bringing her vast experience from working in the accounting and banking sectors. Nishani holds a Bachelor of Accounting and Finance degree, a Diploma of Banking and a Diploma of Financial Planning. She has also completed her Chartered Accounting Qualification CA.
In another life Nishani used to do short distance running. She loves animals and is a mom to a big naughty Labrador.
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