Superannuation

Superannuation

Did you know? The median growth super fund (61-80% growth assets) was up 1.9% in November 2019, lifting the return for the first 11 months of the calendar year to 14.4%. Barring any last-minute surprises, super funds are closing in on an annual return well into double digits. [Source: Drury, B. (2019). Superfund performance: Monthly returns to November 2019. [online] Super Guide. Available at: https://www.superguide.com.au/comparing-super-funds/investment-performance-latest-super-returns [Accessed 15 Jan. 2020]]. Your superannuation is your future and the sooner you take control of what it’s doing, the better! Superannuation is constantly changing in Australia, becoming more complex and more important than ever. LIFE Financial Planners has the expertise to ensure your super works it’s hardest for you. The decisions you make today can have a real impact on your lifestyle in retirement. We can help you:
  • Track down your lost super. There is over $18 billion worth of lost super in Australia. Some of it may be yours.
  • Choose the right fund for your needs.
  • Tailor an investment strategy for you.
  • Work out how much you need to contribute over your working life to live the retirement you want.
  • Boost your super! We can show you how to take to make the most of various tax-saving concessions such as salary sacrifice and contribution strategies.
  • Use your super to tax effectively provide for you and your family in the event of misfortune.
  • Ensure your super goes to the right people at the right time in the event of your passing.
  • Stay up to date with legislative changes so you’re not disadvantaged.

Testimonials

Alison
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Have been using Life Financial for 3 years now and Marijana has repeated provided us with the best possible strategies for our changing situations. We believe that the LFP team consider our financial security just as important as their other clients. Marijana, Mei and Donna have been very kind, easy to talk to and responsive to my calls and emails. We definitely recommend LFP without hesitation.
Lee-Anne
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We have been seeing LFP for about 10 years now! We are so appreciative of their service and reminders to look after our financial future. It is a relief to leave our superannuation investments and insurances in their very capable hands. Would recommend them to anyone who does not already have a financial advisor.
Miss Vae
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We have been clients of Marijana and team for a few years now and they have been nothing but professional, caring and informative. Marijana is always happy to answer all of our questions and kept the process worry-free for us. We always look forward to seeing the team every year for our review. Thank you for everything you do for us 😊
Alastair
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We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!
Jude
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We are so incredibly grateful for the personal but very professional advice given by Marijana and Mei. After a lifetime of medical bills, transition to retirement was looking grim, but after meeting with the team at Life Financial Planners a few years ago, they really listened to our personal circumstances and we now have a clear, positive path.
Neil
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We have been clients of Marijana and the team since 2006. During this time I have retired from working - a daunting time for most of us. The transition to retirement was quite smooth, thanks to the very professional advice we received. We have no hesitation in recommending Life Financial Planners to anyone seeking assistance with their financial planning needs.
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