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Maximise your superannuation with expert guidance
Making the most of your superannuation is an important part of securing your financial future - but it doesn’t have to be complicated and time-consuming.
Could the answer to a comfortable retirement be a maximised super fund?
Having a superannuation strategy in place that aligns with your retirement objectives is a critical step towards achieving a comfortable retirement. Our wealth management experts can help you optimise your superannuation arrangements and make the most of available tax concessions.
We can provide personalised advice to help ensure your contributions are maximised, investments are appropriate, insurance is in place, and beneficiaries are protected.
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Submit your form
Help us understand your needs. Your information will come directly to us, safe and secure.
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Our team will contact you
A Wealth Solutions Partner will contact you within a few business hours to discuss your needs and book in a complimentary Discovery Meeting.
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Complimentary Discovery meeting
Undertake your complimentary Discovery Meeting where we’ll go through your goals, objectives and priorities in detail, to get the best understanding of you and how we can help.
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We present our tailored Solutions to maximise your Wealth outcomes
Meet your team of experts who present our proposed Solution. Review and approve your action plan with recommended next steps and indicative pricing.
Working with Findex’s superannuation advice specialists.
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Knowledgeable advice from experts.
Whether you know a little or a lot, we can help you evaluate your superannuation strategy in more detail, at an expert level.
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One point of contact.
We’ll provide you with a dedicated financial adviser who will get to know you and will understand your specific goals.
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With you now and in the future.
We know your situation may change. If you need to manage contributions or adjust your strategy, we’ll be here.
Future you will thank you.
We want to help you make the most of your super fund for a comfortable future for you and your family.
Life can be complicated. But superannuation doesn’t have to be.
Superannuation and Self-Managed Super Funds (SMSF) can be complex and time consuming to understand and manage. Our wealth management experts provide guidance to help ensure you’re maximising your hard-earned dollars for retirement.
Whether it’s looking at your investment strategy, concessional and non-concessional contributions, downsizer contributions or small business concessions, our expert advisers are here to help walk you through it all.
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Connect with a trusted financial adviser who can provide expert superannuation advice uniquely tailored to you.
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Personalised for your unique needs
We seek to understand your individual goals, objectives, needs, and values.
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Over 100+ locations
With offices across Australia, we can service clients from anywhere.
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No hidden costs
We pride ourselves on ensuring that our clients understand and have full transparency of all costs.
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A total wealth management solution
We provide a comprehensive range of services and advice to help you manage, protect, and grow your wealth.
A little help can go a long way.
Take the first step towards financial security today.
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