Based in Brisbane and need help with your retirement planning? If you want a comfortable and enjoyable retirement, planning ahead is vital. (And trust us – it’s never too early to start!) The Certified Financial Planners ® from Precision Wealth Management love helping people create wealth and ensure they’re well-equipped for the lifestyle they want…
Are you considering forgoing part of your salary and having it paid into your superannuation fund instead? Salary sacrificing to superannuation has some tax benefits as you’re putting a portion of your income into your fund before you pay tax on it. You’ll still pay tax on that portion going into super – but it’s…
Have you been injured or ill, and it’s prevented you from working? If you’re in this situation and are eligible for a total and permanent disability insurance payout, we believe you shouldn’t call a lawyer to put the claim through in the first instance. Why? Well, the team at Precision Wealth Management has heard stories…
Managing retirement portfolios is one of our specialties at Precision Wealth Management. In this blog, we discuss how we’ve helped one retired couple from Kallangur on Brisbane’s northside and why they moved from a large financial institution to our locally-owned and operated firm. Managing Retirement Money Recently we were approached by a married North Brisbane…
In this blog, we discuss the carry-forward, unused concessional cap rule and three (3) ways it could be used to maximise your super contributions. The concessional cap is the limit on how much money you can put into superannuation before tax. At present, the cap amount is $25,000 per financial year and is increasing to…
It’s never too early to start building wealth and the qualified financial planners at Precision Wealth Management experts when it comes to complicated wealth creations strategies. In this blog we share how one of our clients is on track for an early retirement and what they have to say about working with the Precision Wealth…
When you’re seeking professional and personalised advice from a personal insurance broker in Brisbane, the financial experts at Precision Wealth Management can help. In this article we discuss: Types of personal insurance coverage, When and how to review personal insurance, and How Precision Wealth Management helped one Brisbane family achieve better protection and peace of…
It’s true that superannuation is a fantastic way to build wealth for your retirement, but once you retire there may be better investment alternatives. Here at Precision Wealth Management, our North Brisbane based certified financial planners work with each client to review their current superannuation plan, and determine the best strategy to build wealth for…