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Superannuation

superannuation-perth

Superannuation is a highly tax effective vehicle to invest long term and save for retirement. It can also be a source to pay for your life insurances if your cash flow is limited. Here at Approved, we will tailor a superannuation strategy for you that helps you to maximise tax concessions and/or government benefits to ensure you have enough when you stop working.

Our specialist Superannuation advice includes:

  • Assisting you to develop retirement goals that match with the type of lifestyle you would like to have in retirement
  • Advice in regards to existing / established funds
  • Consolidation of funds to provide ease of management and reduce fees
  • Selection of investment options that match with your attitudes towards investing
  • Review and recommendations of insurance solutions within your superannuation fund
  • Advice around salary sacrifice and other strategies that help boost your retirement savings.

Contact Approved today and let us help you achieve your financial goals.

What Our Customers Are Saying About Approved Financial Planners

  • Andrew helped me with my first mortgage and then again when it was time to refinance. He has made the process quick and easy both times. He has advised me on the best options for me and gotten great rates. Will be in touch again when I’m due to refinance.

    -Donna

  • Andrew provided a first class service. He made the process of refinancing our home loan so easy. He listened to our requirements and found us the ideal product. He liaised with our existing bank and settlement was hassle free. I would definitely recommend Andrew to our friends and family.

    -James & Sue, Jane Brook WA

  • Andrew has an excellent understanding of mortgage lending and the products available. He constantly kept me updated through the process and would no hesitation using his services again.

    -Jayden, Jane Brook WA

  • Great dealing with Andrew, he’s very knowledgeable and easy work with and that’s why he’s been out broker for many years including 2 homes.

    -Ben & Cherie, Leeming WA

  • As my Financial Planner, David advised me on my superannuation and as I approached retirement, he put a strategy in place which has saved me tax and provided considerable additional funds in retirement. David continues to look after my funds and he is never too busy to meet or chat on the phone.

    -Rick Martin -Retired MD, Waterside Welding Fremantle

  • I have found my Approved advisor Dan Stevens to be good to deal with, easy to get along with and has always done the right thing for myself and my family. My son is now a client and I am satisfied that he is in good hands.

    -Steve Brown -Director Origi Quip, Welshpool

  • While recently implementing changes to my financial planning, Daniel was very capable and professional in his approach. Combined with a relaxed and friendly nature, the customer experience at Approved is one I would definitely recommend.

    -Claire Dewing, Bayswater