SERVICES
Superannuation Advice
Long term wealth.
Building wealth for the long term
Superannuation can be a very effective tool in building wealth for the long term. It has lower tax rates than most other entities and provides a wide range of investment opportunities. It can, however, be quite confusing with legislation constantly changing. And because of its long term nature, superannuation is often forgotten.
At Luck Financial Group we will help you understand how to maximise your superannuation focusing on the following areas:
In the meantime, if you want to know how your superannuation compares to others on an ‘apples to apples‘ basis, click below and we’ll send you a complimentary report.
GET YOUR FREE SUPERANNUATION COMPARISON REPORT
Compare your superannuation to others on an ‘apples to apples‘ basis.
FREE SUPERANNUATION REPORT
OUR PROCESS
This is How We Work
Before we give you any advice, we prefer to look at your overall situation with a wider lens. This ensures our recommendations are in your best interest and allows us to focus on what is important to you.
Below is a quick review of what it’s like to work with Luck Financial Group.
Complimentary Consultation
First we have a chat over the phone or coffee (practising safe social distancing of course) to understand what your objectives are and what is important to you.
By the end of our initial consultation you will have a clear understanding of how we can assist you in achieving your goals and the cost of advice required.
Analysis & Research
After our initial consultation we complete a thorough analysis of your situation. In addition to reviewing your current position, we also collaborate with your existing product providers and professionals such as mortgage brokers or accountants. This enables us to provide personalised and holistic advice.
Strategy Development
After analysing your circumstances and our research, we develop a strategy to make your money work for you. Identifying opportunities and creating this game plan is one of our favourite steps in this journey.
We often give our clients a call or email a summary of what is being achieved in this step to keep you up to date. It also assists in making some final decisions that only you are able to make.
Recommendations for You
Once your strategies are ready we will organise another meeting to go through everything. This is when all the dots are connected.
This meeting usually takes an hour given we go through all of the things that are important to you and exactly how our recommendations can benefit you.
It’s Go Time
After we review your strategy, we put it all into action so you’re headed in the right direction to achieving your goals.
Review and Recalibrate
Every game plan and strategy needs a review once a year (at minimum) to ensure it is still effective. This review is also an opportunity to review your goals and recalibrate our recommendations.
One of the benefits of receiving ongoing advice from us is that you don’t have to wait until your review to ask questions. You can call us anytime and we often check in with our clients to see how they’re doing and to update them on relevant news.
Complimentary Consultation
First we have a chat over the phone or coffee (practising safe social distancing of course) to understand what your objectives are and what is important to you.
By the end of our initial consultation you will have a clear understanding of how we can assist you in achieving your goals and the cost of advice required.
Analysis and Research
After our initial consultation we complete a thorough analysis of your situation. In addition to reviewing your current position, we also collaborate with your existing product providers and professionals such as mortgage brokers or accountants. This enables us to provide personalised and holistic advice.
Strategy Development
After analysing your circumstances and our research, we develop a strategy to make your money work for you. Identifying opportunities and creating this game plan is one of our favourite steps in this journey.
We often give our clients a call or email a summary of what is being achieved in this step to keep you up to date. It also assists in making some final decisions that only you are able to make.
Recommendations for You
Once your strategies are ready we will organise another meeting to go through everything. This is when all the dots are connected.
This meeting usually takes an hour given we go through all of the things that are important to you and exactly how our recommendations can benefit you.
It’s Go Time
After we review your strategy, we put it all into action so you’re headed in the right direction to achieving your goals.
Review and Recalibrate
Every game plan and strategy needs a review once a year (at minimum) to ensure it is still effective. This review is also an opportunity to review your goals and recalibrate our recommendations.
One of the benefits of receiving ongoing advice from us is that you don’t have to wait until your review to ask questions. You can call us anytime and we often check in with our clients to see how they’re doing and to update them on relevant news.