Superannuation can be one of the biggest and most critical investments you will make in your lifetime.
Sadly it is often neglected, statements are thrown in a drawer, or worse, fund details are lost.
Many Australians aren’t aware of their super accounts, let alone how they can get a greater return to improve their future financial position. At Cleveland Financial Planning we want to help our clients become savvy about their super.
Superannuation needs to be reviewed regularly and be a part of your personal future Financial Planning. We review our client’s super twice a year to ensure they are on track.
We can assess your current situation, develop a growth strategy, minimise tax for you where possible and perhaps even help set up a SMSF if that is more appropriate for your needs.