Your Local Superannuation Advisor in the Northern Rivers & surrounding areas
Our super advisory
services
If you're in need of a superannuation advisor, we at Saracens will be there for you. We will provide detailed advice on matters regarding:
- Contribution strategies
- Taxation considerations for starting a pension
- Transitioning to retirement strategies
- Self-managed superannuation funds
- The right investment vehicle (product) for your needs
- Levels of pension drawdowns & withdrawing from your super
- Investment or portfolio construction of your investment in super
- Determining & managing the right level of risk for you via your Risk Profile
If you'd like to find out more about our services, or arrange a consultation, don't hesitate to contact us today.
Helping You retire with confidence
So, you've worked hard to grow your nest egg over your working life. At Saracens, we will assist you with your super in meeting your retirement goals. We keep up to date with the most current changes and help you make smart and timely decisions concerning your super.
Saracens has a wide range of administration options available. We will analyse your needs and assist you in selecting the right option to match those needs. Do you want a wider range of investments for your super? Do you have specific personal risk insurance needs? Do you want a wider range of options to invest your money? Saracens will assist you in discovering which administration vehicle is right for you. Think of us as the purveyor of possibilities to help grow your super whilst minimising your fees.
Contact Saracens Financial Consultants today at
(02) 6628 8355. In addition to standard super funds, we assist with
Self-Managed Super Funds (SMSF) and other
investment alternatives.
streamlining your super strategy
At Saracens Financial Consultants, we provide the following to help you get the most out of your superannuation strategy:
- Personalised Advice: We tailor strategies to ensure your superannuation aligns with your individual retirement goals.
- Optimal Growth Strategies: We will assist in structuring your super investments to enhance potential returns over time.
- Tax Advice: Our team helps you explore ways to make your super more tax-efficient, allowing you to keep more of your savings.
- Customised Planning: We develop a superannuation plan that suits your unique financial situation and future aspirations.
- Ongoing Support: We provide regular reviews and adjustments, ensuring your super remains in line with your evolving needs.
You can depend on us for straightforward, transparent and responsive services. Reach out to us today to find out more.