Superannuation is one of the most effective tools for building long-term financial security and supporting the lifestyle you want in retirement. But simply contributing isn’t enough, effective superannuation management means making proactive, strategic decisions that align with your goals. Whether it’s optimising contributions, choosing the right investment mix, or setting up a self-managed super fund, the right approach can make a significant difference. With a personalised super strategy in place, you can grow and protect your retirement savings while remaining confident in your financial future.
Superannuation is a cornerstone of retirement planning, offering a tax-effective way to accumulate wealth for your future. By proactively managing your super, you can enhance your financial security
We assess your unique financial situation and retirement goals to develop a superannuation plan that aligns with your aspirations.
If you're considering greater control over your super, we provide expert advice on establishing and managing SMSFs, ensuring compliance and effective asset management.
Regular reviews and adjustments keep your superannuation strategy responsive to changes in legislation, market conditions, and personal circumstances.
Super that supports you
“Heath has been our adviser for the last 7 years. We are very comfortable knowing he is only a phone call away, he visits us at home and has designed a retirement plan for us which is delivering better than expected results. Heath is never in a rush and takes whatever time is necessary to make sure we understand each step”
“Since working with Heath and Finextra Wealth, I feel far more confident about my future. I may never be among the super-rich, but I know I won’t be left behind. Heath gives clear, strategic advice on my super and tax, checks in regularly, and listens when plans need adjusting. He’s pragmatic, approachable and easy to deal with.”
Planning For Tomorrow, Today
The choices you make today can set the foundation for a secure and fulfilling future. By taking action now & choosing expert financial advice, you’ll have more time to grow your wealth and shape your future lifestyle. Contact us to discover how our expert guidance can help you create a plan that works for you.
Got a question? Ready to start making smart financial moves? Fill out our form and we’ll get in touch.
"*" indicates required fields
Superannuation plays a vital role in retirement planning by providing a tax-effective means to save for the future. A well-structured super strategy ensures you have sufficient funds to maintain your desired lifestyle in retirement.
