Building your retirement savings is one of the most tax-effective ways to create wealth. Whether your superannuation is a self-managed fund or an industry fund, there are many strategies available to boost your super and ensure your funds are invested in a strategic way so that you have enough money to live on when you retire.
Most of us need some help to create a plan for our retirement goals. And making the most of your super, investments, government entitlements and incentives can be hard to do on your own. The earlier you start planning for your retirement, the higher chance of achieving your financial goals. We help our clients to build for their retirement so that they can establish a healthy future.
Wilson Pateras are a team of accountants bookkeeping and financial advisors who can provide you with retirement planning advice. We can help you explore the cost of your retirement goals and work out what your retirement number might be, including helping you:
Simply fill in the form below to claim your complimentary consultation with one of our financial planners. During this consultation you can ask any questions you may have regarding superannuation, retirement number, pension and retirement planning strategies.
40 River Boulevard
Richmond
VIC 3121
Phone: (03) 8419 9800
Fax: (03) 8419 9888
196 Bay Street
Brighton
VIC 3186
Phone: (03) 8419 9800
Fax: (03) 8419 9888
Discover over 50 tax deductible items you can claim in your next tax refund. Simply fill in your details and we will send this checklist to your inbox
Ground Floor, 40 River Boulevard
Richmond VIC 3121
196 Bay Street
Brighton, VIC 3186
