FINANCIAL PLANNING AND SUPER

Design your future wealth with our financial planning and superannuation accounting services

“You work so hard to earn that nest egg. You don’t want to waste it all with bad investment decisions. Competent, conservative financial planning and superannuation advice will ensure you maintain your wealth into the next generation.”

Michael Goodrick (Managing Partner)

The S&W Wealth division of our firm can look after all your financial planning needs.

We’re a licenced entity, capable of providing you with advice on all levels of investment and insurance, superannuation advice and self-managed superannuation funds (SMSFs).

The advice you receive will be based on conservative principles, looking to protect the wealth you have accumulated over years of hard work.

FINANCIAL PLANNING SERVICES

Our financial planning services include:

  • Budgeting and cash flow;
  • Debt management;
  • Strategies for growing wealth;
  • Tax-effective investment strategies;
  • Portfolio management;
  • Retirement planning; and,
  • Estate planning.
SUPERANNUATION ADVICE SERVICES

We have a long history and an in-depth understanding of superannuation and can provide expert advice on:

  • Superannuation strategy and planning;
  • Contribution strategies;
  • Pensions; and,
  • Caps.
SELF-MANAGED SUPER FUND ACCOUNTING SERVICES

We can advise you on all aspects of self-managed super fund accounting, including:

  • Setting up your SMSF;
  • Administration of your SMSF; and,
  • Auditing your fund.

Book a complimentary initial consultation

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