Geelong’s SMSF Specialist

Self-Managed Super Funds, whilst not for everyone, can be an excellent tool for wealth creation, that allow you to build a portfolio of assets to generate income and capital for retirement.

SMSFs can be a compelling structure for those who want full decision-making capabilities. A Self- Managed Super Fund can allow you a greater level of control over your retirement savings, but will also lead to a greater level of oversight and responsibility. SMSF’s can provide you with access to a broader range of investment options than industry or retail superannuation platforms.

At SGA Private Wealth Management, our specialist financial advisers will work with you to find the superannuation structure that best suits your lifestyle, goals and needs. As a practice, our focus is on optimizing your retirement position, and implementing a bespoke financial plan that is in line with your Goals and Objectives.

Take control of your Superannuation, SMSF and Wealth Creation needs by meeting with the financial planning experts at SGA Private Wealth Management. Make an appointment today to see a superannuation adviser via Contact Us, or phone 03 5222 1874.

 
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