Strategic Wealth Planning Shepparton Victoria

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Wealth Accumulation

Planning for your future.

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Protecting your wealth

Planning for the unexpected

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Planning your Retirement

Time to do the things you want

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Aged Care

Understanding your options

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Superannuation advice

Outside the value of the family home superannuation is often one’s largest asset yet many people take very little interest in their superannuation.

We can help you take control.

Do you know where your superannuation is invested? Do you understand what assets you are invested in? Are you aware of the fees you are currently paying? Do you have more than one superannuation fund?

Our team can assist you in reviewing your current superannuation arrangements or help you establish a new superannuation fund. We are also able to outline how strategies such as salary sacrificing some of your wages to superannuation can save you tax and increase your retirement nest egg.

 

Call Strategic Wealth Planning on (03) 5821 2905 to ensure you get the most from your Superannuation

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Strategic Wealth Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

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