Planning for your retirement reduces the anxiety around whether you will have enough to live comfortably and still enjoy doing the things you love after you retire. There are many aspects to consider in your planning including timing, access to government assistance, tax and superannuation implications and much more. We will help alleviate your worries and plan for all contingencies.
Although the government’s superannuation regulations change rapidly, investing in superannuation is one of the most reliable and effective ways of providing for your retirement. We help you understand the risks and benefits of your strategy and advice you how best to manage your superannuation portfolio to minimise tax, maximise returns, and avoid the harsh penalties which non-compliance incurs.
We believe that our clients should be able to access their investment reports and performance data easily and we encourage you to monitor performance and ask questions at any time. Your investment reports including rate-of-return and transaction data are securely stored online and you can access them from your client portal whenever you choose. Our goal is to help clients make informed decisions.
These are becoming an increasingly popular choice for investors who want more control and flexibility over their superannuation investments. There are many rules concerning SMSFs designed to protect your assets and ensure your retirement. It is important to discuss this option with an experienced and qualified financial planner to determine whether it is the most beneficial choice for your circumstances.
A good estate plan will ensure that ownership and control of your assets passes to your intended beneficiaries, that taxes are minimised, and that everything is handled efficiently. Your estate planning is affected by many life events and involves much more than simply having a valid will. We will advise you on this matter and ensure that your assets are passed on without complication.
Properly structured, tax-effective investment strategies make a significant difference to your net wealth. It is important that your tax planning takes place in the context of your overall objectives and it is worth discussing this with both your accountant and your financial planner to maximise your long-term growth. There are many potential options you can pursue depending on your individual position.
circumstances and goals. Your personalised wealth creation strategy will include a roadmap for all aspects of your financial future and will ensure that you can look forward to a comfortable retirement without experiencing hardship along the way. We will help you maximise returns,minimise tax, and protect yourself and your family.
Your wealth creation plan is based on the assumption that you will stay healthy and live to a certain age. Risk insurance ensures that you can continue to meet your financial goals even if you are unable to work due to accident or illness, and that your family is taken care of as well. We’ve all seen the impact of injury, illness, or death on others’ circumstances and we encourage our clients to protect against this.
Over the years Story Wealth has developed strong ties with a range of specialists whom we respect and are happy to refer to our clients. In the event that you require the services of other professionals we would be delighted to make a recommendation to one of our trusted advisors.
Thank you for the contribution you made to present this valuable information during your recent webinar, keeping us updated and reassured of our financial situation, particularly during this difficult and stressful time (Covid19). David is a pleasant and enjoyable presenter to listen to and watch, which is such an important part of presentations
I am sending this email not as a request but as a "thank you" to you all for all the assistance & help that you have provided to both of us during a rough & uncertain time, financial, economically & especially a mentally draining time. At all times when we were able to visit your office but now contact is via work at home rules, we have found that you & your team have dealt with our individual concerns & questions in a timely & professional manner. Even though the market has been volatile & we have lost a % of money, we are happy in the knowledge that you are looking after our best interest for our future.
“Over many years those who sought to advise me regarding my finances invariably tried to impose those ideas which appealed to them. Anne was recommended to me by my accountant and when I first saw her went to considerable lengths to establish what it was that I was seeking for my future, including in many areas which it had not occurred to me to consider, and then provided the advice to achieve that goal. As a consequence I retired last year in circumstances which I would never have achieved without her guidance. She was the only person who took the trouble to find out what was was important to me ad then to help me achieve that. “