Celebrating life after work.
Although many Australians aren’t excited by talking about superannuation, it is an essential aspect of any wealth management or retirement plan. In retirement, everyone still needs access to cash and income. This is often accessed as lump sums or regular payments from superannuation monies.
Depending on your age and other factors, superannuation will play a different role in your wealth management plan. Younger people may wish to focus on paying off investments or debts before contributing more often to their super accounts. For those approaching retirement, it can become a more attractive investment option in itself, and a way to minimise tax.
At Mercury Wealth Management we can help you understand the options when it comes to your superannuation and help you make an informed decision about the fund and investment strategy that will be best for you.
Contact us for a free initial appointment to discuss your superannuation and financial planning needs.
Superannuation is an essential aspect of any wealth management or retirement plan.
At Mercury Wealth Management, we look forward to speaking to you about your financial goals and to help you create a calculated strategy to achieve the level of wealth you want.
Contact us to make an appointment with an experienced financial advisor in Melbourne today.
186 Keilor Road, Essendon North VIC 3041
P 03 9326 1722