Strategic Financial Advice

Our financial solutions focus on strategic goal oriented advice. There are many areas where we provide effective financial solutions including:

  • Retirement Planning – short, medium or long range planning to achieve retirement goals
  • Superannuation and contributions – selection of superannuation funds and design of super contribution strategies
  • Superannuation pensions – advice relating to pensions in retirement or semi-retirement
  • Self Managed Superannuation Funds (SMSFs) – solutions for use of SMSFs in retirement planning and investment planning and tax management
  • Financial tax advice – tax advice connected with superannuation contributions, pensions, income tax pre and post retirement and associated areas
  • Investment Structures – where to hold assets including self managed superannuation funds, companies and trusts.
  • Insurance – structuring insurances to meet your needs including life, permanent disability, income protection and trauma cover
  • Debt Management – strategies for debt reduction or taking on new debt in a tax effective manner
  • Estate Planning – strategies relating death benefit nominations, Wills, powers of attorney and estate structures including trusts
  • Aged Care structuring – solutions for funding independent retirement living, aged care funding options and pension benefits

Get in touch

To book your complimentary initial consultation with a Crystal Wealth professional, contact us today.