We can assist with your retirement accumulation in a tax effective manner by researching and recommending an appropriate super fund for your individual circumstances and needs. Good investments are crucial for wealth accumulation. Your investment monies are important either as short term savings, or a long term supplement to your super.
We can assist with your Investment objectives by recommending a diverse mix of of Investment options. Perhaps the most important part of a Financial Plan, is getting your personal Insurances right. What's the point of saving your hard earned cash when you may need to spend it all to recover financially from an unforeseen event - like illness or injury.
We can assist with your Investment objectives by recommending a diverse mix of of Investment options. Perhaps the most important part of a Financial Plan, is getting your personal Insurances right. What's the point of saving your hard earned cash when you may need to spend it all to recover financially from an unforeseen event - like illness or injury.
Services
At Financial Momentum we are committed to developing and offering high quality and innovative Financial Planning products and services with particular knowledge of Super, Risk Insurance, Investment and Allocated Pension products suitable for Pensioners and Retirees.
Our experienced advisers also provide a unique service for clients needing assistance with their Centrelink entitlements and calculations, and can assist clients approaching retirement in creating a strategy for their transition.The Financial Momentum supportive, helpful, welcoming and happy staff are always available to offer personal service to each and every client.
Our experienced advisers also provide a unique service for clients needing assistance with their Centrelink entitlements and calculations, and can assist clients approaching retirement in creating a strategy for their transition.The Financial Momentum supportive, helpful, welcoming and happy staff are always available to offer personal service to each and every client.
Superannuation is a way to save for your retirement. The money comes from Superannuation Guarantee Contributions (SGC) made into your super fund by your employer and, ideally topped up by your own money. Most people have the option of choosing their own fund for their employer's super contributions to be made into.
The Aim of investing is to make your money grow and even/or create an additional regular income stream from it. There are many types of investments available, but most investments can be catagorised into either low risk defensive assets eg. As a rule, the higher the investment risk, the higher the potential return.
Life insurance aims to provide a lump sum payment to your family in the event of the death of the life insured. Trauma or Critical Illness insurance provides a cash lump sum upon the diagnosis of a specified medical condition or injury and can be claimed to help relieve the costs associated with the illness i.e.
An account based pension is a retirement income stream purchased with superannuation money. It depends as the amount in your Account-Based Pension, will be assessed under the assets test for the age pension. Part of the income you get each financial year is also assessed under the income test. Contact a Centrelink Financial Information Service Officer or our office to see whether your income will affect your pension.
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