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 can do now to grow and secure your wealth before your career clock runs out)?
Want Better Returns With Lower Risk?
Are you tempted to leverage some of your savings to multiply your wealth, but worry about the risk (and wish you could get a trustworthy second opinion on where to put your money as you approach retirement)?
Want To Maximise Income Without Eroding Your Capital Or Assets?
Are you starting to do the maths and wondering how to structure your finances to get maximum retirement income without eating into your capital or risking your assets (and without losing benefits or needlessly paying tax)?
Many hard-working Eyre Peninsula locals have similar uncertainties. So, we’ve developed a Wealth Planning Strategy Session to answer your questions and help you find more effective ways to secure your financial future. 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 holistic service includes 2 financial disciplines — superannuation and financial planning — to ensure you get the best in investment-boosting 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 Adviser and SMSF Specialist (a rare and powerful combination of formal qualifications).
But her knowledge isn’t merely academic; she also owns three local businesses (including a farm) and has spent the past 25 years helping Eyre Peninsula locals save financially, boost their 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).
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 boost your super, optimise your investments, and maximise your income in retirement.
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.
