Financial Goals?
- Maximise Superannuation balance
- Have a retirement plan strategy
- Invest $100,000 inheritance
David is 56 years old and is a Business Development Manager for a Bank.
David owns his own house and has $300,000 in super and is starting to think about his retirement plans.
What Did Centurion Financial Group Do To Help Achieve Their Goals?
- Saved client $2,200 in Super fees Per Annum
- Recommended a transition to retirement pension
- Increased superannuation contributions thru salary sacrifice & employer SGC
- Increased balance of super fund before retirement by making a non-concessional contribution of $100,000 from David’s’ inheritance into his super, which will provide a tax free income in retirement.
- Increased superannuation balance in the way of concessional and non- concessional contributions ($100,000 non-concessional and $25,000 employer super guarantee and salary sacrifice contributions)
What Can We Help You Achieve?
- Tax – Effective tax reduction structure
- Your risk profile – We find the best investment solutions to suit
- Mortgage and debt elimination – pay your mortgage off faster!
- Superannuation – Performance review of your current superannuation
- Investments – Tailored Specific Managed Funds
- Insurance – Finding the best insurance cover & protection
- Helping you to achieve your life style & retirement objectives as quickly as possible.