Worried Your Super May Not Be Enough?
Do you sometimes wonder if your super will maintain your lifestyle in retirement (and if there are things you could do now to grow your savings without breaking your budget)?
Feel Like You’re Paying More Than You Should?
You’re willing to contribute your fair share, but wouldn’t it be better to ensure you’re not paying more than necessary—especially if those savings could be strategically redirected into investments that grow your financial future?
Are You Too Busy To Keep Up-To-Date?
Do you suspect you could be doing more to leverage your income but lack time to research the best strategies (and wish there was a source you could trust for guidance)?
Many hard-working Eyre Peninsula locals have similar thoughts. So, we’ve developed a Wealth Planning Strategy Session to answer your questions and help you find a better way to make the most of your working years and prepare for retirement (without compromising your current lifestyle). Click the button below to get started.
Save thousands every year
Boost superannuation (balances and returns)
We focus on your future instead of the past, and use proactive strategies to help you grow and protect your wealth.
Our includes 2 financial disciplines – superannuation and financial planning – to ensure you get the best in both advice.
We’ve been honoured to help many local entrepreneurs build their business, wealth, and have the life they’ve always wanted. Here are some of their stories…
Naomi is a CPA Accountant, Business and Financial Advisor, and SMSF Specialist (a rare and powerful combination of formal qualifications). But her knowledge isn’t merely academic. She owns three local businesses (including a farm) and has spent the past 25 years helping Eyre Peninsula locals save, boost super, and safely leverage their income without compromising their lifestyle.
Her proactive, holistic approach, and friendly, positive nature, make her a trusted advisor for hundreds of Eyre Peninsula locals who want to accelerate their wealth and retire sooner (and richer).
About How You Can Accelerate Your Wealth and Retire Sooner and Richer?
The quickest and easiest way to find out more is to request a Wealth Planning Strategy Session with our principal advisor, Naomi Durdin, during which…
You’ll get a crystal-clear view of your total monetary position (without a hint of judgement) and fresh ideas to accelerate your financial progress without compromising your current lifestyle
You’ll gain greater clarity over what you want your retirement to look like (and what you can do now to grow and secure your nest egg)
You’ll identify barriers that may prevent you from reaching your financial goals (and ideas to overcome these without putting your savings at risk)
You’ll explore ways Eyre Financial Services can help you during your working years so you can accelerate your finances and retire richer (and sooner).
Your Wealth Planning Strategy Session will give you our best advice, with zero obligation to engage us further.
Naturally, we hope that by sharing our knowledge and expertise in this way, you’ll get so much valuable advice that you’ll consider choosing or recommending Eyre Financial Services in the future. In any case, you have nothing to lose.
Your Wealth Planning Strategy Session is usually held over the phone, via Zoom or in our office.
To request your Wealth Planning Strategy Session, click the button below or call our office on 08 8682 4173.
A member of our team will contact you to ask a few questions, get some feedback from you and then book in a time for our session.
