Superannuation Advice and Planning Brisbane

Superannuation is a fantastic, tax effective structure to build savings for retirement; although it can be difficult and confusing to navigate solo.

Here at Precision Wealth Management, we pride ourselves on providing the best advice, free of conflicts of interest, to shape your wealth creation and superannuation strategy.

Based in North Lakes on Brisbane’s northside, our certified financial planners can review your current superannuation set up and determine what’s best for you now – and into the future.

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Call 07 3180 4430

Superannuation Advice Brisbane: How to pick the right fund?

When deciding between an industry super fund, retail super fund or self-managed super funds, there’s plenty to consider.

While each option has different pros and cons, our financial planning team can help pinpoint the best solution based on your individual wealth creation goals and financial circumstances.

Here’s what typically involved if you’re re-evaluating your super strategy with us:

01 Determine current financial position:

What are you looking to achieve? Where are you currently investing? What insurances are in play? Are you making any contributions over and above what’s required?

02 Review current superannuation funds including fees and investments

03 Assess options in light of your goals

04 Make a decision on the best path forward

Superannuation Frequently Asked Questions

Will I need to change super funds?

No, changing funds is not always required or recommended. We work with clients to determine if switching super funds will deliver a better financial outcome for them. And if we decide it is, we’ll make the transition simple and stress-free for you!

Your Local Certified Financial Planner

Industry Leading Qualifications

Our certified financial planner is university qualified with a Commerce Degree and is a Certified Financial Planner.

Privately Owned and Ethically Driven

Our advice and product selection are 100% conflict free. We are not influenced by how we’re remunerated or who we’re licenced through.

Evidence Based Investment Strategies

We are at the forefront of our industry, because we hold high educational standards our advice is strategy, not product driven and in your best interests. Our academic investment approach is based on decades of research in financial markets.

Flat Fee Pricing

We are fee-based (not percentage based) financial planners, with our pricing based on the complexity of work involved, not the value of your portfolio.