Superannuation & Wealth Creation
Our team of financial planners at East Maitland Bottrell Wealth is dedicated to helping you achieve your financial goals through tailored wealth management and superannuation strategies, no matter what type of superannuation fund, such as an Industry Super fund or a Self-Managed Super Fund (SMSF). Whether you’re saving for retirement, expanding your investments, or protecting your assets, our expert advice and individualized plans will ensure that you are on the path to financial success.
Invest into your Future with Confidence
There’s no doubt that superannuation is one of the best ways to financially plan for your future. It is crucial to invest long-term, within a tax effective system. Investing in superannuation correctly can build you considerable wealth to retire with, regardless if you contribute to your fund personally or via your employer.
The team at Bottrell Wealth have an expansive amount of knowledge that could see your super fund succeed exponentially. We understand that Super can be quite overwhelming and a difficult concept to grasp, with numerous options to choose from, confusing fees, and mountains of information to sift through. Let us take the guess work out of what you need to give consideration when finding the right option for your future.
There’s no doubt that superannuation is one of the best ways to financially plan for your future. It is crucial to invest long-term, within a tax effective system. Investing in superannuation correctly can build you considerable wealth to retire with, regardless if you contribute to your fund personally or via your employer.
The team at Bottrell Wealth have an expansive amount of knowledge that could see your super fund succeed exponentially. We understand that Super can be quite overwhelming and a difficult concept to grasp, with numerous options to choose from, confusing fees, and mountains of information to sift through. Let us take the guess work out of what you need to give consideration when finding the right option for your future.
Superannuation Calculator
Will you have enough to retire with? Use our FREE calculator to see whether you are on track!
Self-Managed Super Funds
You may have heard numerous cases of successful and well-off individuals setting up a SMSF, taking charge of their investments, running the fund for the sole purpose of providing retirement benefits for the members and their dependants.
Well, what’s stopping you from doing the same? Concerned that you will have sole responsibility for the investment decisions for the fund? Or maybe you’re not so sure about complying with the multitude of super and tax laws. Don’t let this put you off, under our licensee InterPrac, Bottrell Wealth are accredited SMSF service providers, and can help in the establishment, administration and strategies associated in setting up.
Insurance through Superannuation
MySuper funds have a certain level of death, disability and income protection insurance that you will be automatically covered for. If you wish to received insurance through a third party, you will need to tell your super fund that you do want to be covered via their services.
However, insurance is often cheaper through super, although the default cover available may not cover you for the events and circumstances you require. It is wise to review your insurance policy with your super fund, and address alternative options.
Our goal at East Maitland Bottrell Wealth is to assist you in achieving financial success and peace of mind by developing a personalised superannuation plan tailored to meet your specific needs and objectives. We are committed to protecting and growing your super and wealth for the long-term. We invite you to schedule a consultation with us to discuss your financial objectives and take the first step towards securing your financial future. Contact us today to experience the benefits of working with our skilled and dedicated team.
Contact us at @ Bottrell Wealth
93 Lawes St, East Maitland NSW 2323
P: (02) 4044 1748
E: office@bottrellwealth.com.au
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