Superannuation & Wealth Creation

At Newcastle Bottrell Wealth, our experienced financial planners are committed to helping you achieve your financial goals through effective superannuation and wealth management strategies with our strategically personalised and comprehensive services. Whether you’re looking to save for retirement, invest for growth, or protect your assets, our expert advice and tailored solutions will ensure that you are on the right path to financial success. Contact us to schedule a consultation and discuss your financial situation and long- term goals.

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.

Superannuation Wealth Holiday Saving

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 Wealth Holiday Saving

Superannuation Calculator

Will you have enough to retire with? Use our FREE calculator to see whether you are on track!

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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 team of experts specialise in superannuation and wealth management, ensuring that your financial goals are met, and your wealth is protected for the future. No matter what type of superannuation fund you have whether it be an APRA regulated fund like an industry super fund or even your own self-managed super fund (SMSF), we’re committed to helping you achieve financial success and peace of mind. Contact us today to schedule a consultation and take the first step toward securing your financial future.

Contact us at @ Bottrell Wealth

45 Hunter St, Newcastle NSW 2300

P: (02) 4044 1748

E: office@bottrellwealth.com.au

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