We understand financial matters are complex and can cause uncertainty.
Aspect Wealth Advisers provide personalised financial advice to help you understand and improve your financial situation. We aim to help our clients with their personal finances, supporting the dream of owning a house and having a comfortable retirement.
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What areas do we specialise in?
We have improved outcomes for many families and professionals in the following specialised areas:
- Superannuation (accumulation, transition to retirement and retirement phases)
- Self-Managed Super Fund (SMSF)
- UK Pension Transfers to an Australian Superannuation Fund with QROPS designation
- Life Insurance, Trauma and Critical Illness, and Income Protection
- Investment
- Taxation Planning
- Ethical Investing
- Aged Care advise
- Estate Planning
We give you the confidence to manage life’s financial challenges and plan a prosperous future for you and your family. Contact us to arrange an initial consultation.
Testimonials
Check out the latest financial news from our Insights Page
Get a super top up from the Government
The Government co-contribution is an initiative to help eligible low to middle income earners boost their retirement savings.
If your total income¹ is less than $35,454 p.a. and you make personal (i.e. after-tax) contributions to your super any time this financial year, the Government will match your contributions on a $0.50 per dollar basis up to $500. If your total income1 is less than $50,454 p.a. the Government’s matching rate will be reduced as per the table below.
Purchasing an investment property with borrowed funds (strategies for super)
Investing in residential property can be a good investment. Now with the ability to borrow funds inside super, this strategy is far more achievable for more Australians.
NEWS FLASH – Equity Market Volatility
What is occurring and why? We are now currently seeing swings in the equity market better than the bowling of James Anderson in the recent Ashes cricket series. Like the…