Security of | Life | Assets | Savings
Security of Life | Assets | Savings
services we provide
Superannuation & Retirement Planning
- Are you happy with your current superannuation fund?
- Is your superannuation going to be sufficient to provide you with a comfortable lifestyle in retirement?
- Are you contemplating retirement or reducing your hours at work and don’t know what the next step is?
- Are you self-employed? Are you aware of the potential tax deductions available by contributing into superannuation?
Insurance
- Have you insured your house, car, caravan, boat or other assets? If so, have you insured yourself?
- Could you pay the bills if you could not work or would your family have the ability to repay debt and fund financial commitments if you were no longer here or become disabled?
- Do you run your own business? What would happen to your business if you could not run it?
Redundancy
- Are you facing or have you received a redundancy and don’t know what to do next?
- Have you used your redundancy payment in the most effective way to benefit your situation?
Investments
- Do you have a current investment portfolio or want to create one?
- What types of investments are suitable for you?
- Are your current investments structured correctly?
- Do you want to create wealth to fund school fees, holidays or other needs?
Centrelink
- What Centrelink benefits are you eligible for?
- Are you currently receiving a Centrelink payment and getting the maximum benefit you are entitled to?
Strategy & Portfolio Management
- Do you have goals and objectives you want to achieve?
- Are you on track to achieve them?
- Are you sure that your investments or superannuation are invested appropriately for your situation?
Solas Financial advisers have the skills and expertise to assist you with answering any of the above questions.
