FINANCIAL PLANNING PERTH

YOUR SUPER. IS IT WORKING FOR YOU?

Superannuation

Superannuation is one of the best ways to build wealth for retirement.  The choices you make today will shape the outcomes for your future.

How does it work?
Over the course of your lifetime you accumulate and invest funds in your superannuation account, but it can be very hard to understand all the options and the complex and changing rules.

We can help you build the right strategy, make it tax effective and ensure that your funds are managed according to your objectives.

At Quest we help you create the lifestyle you want to enjoy in your retirement.

 

retirement perth quest financial
HELPING YOU ANSWER THESE QUESTIONS

Superannuation Questions

How do I choose a super fund?
What is the best fund for me – now and in the future?
What are the fees?
How do I make additional super contributions?
When can I access my super?
Is a self-managed super fund (SMSF) the best option for me?

Visit our Perth office for a complimentary discovery session.

“My husband and I have always been a bit sceptical about financial planning following some bad advice in the past. And we’ve always thought we were pretty good at managing our wealth building and setting our lives up for retirement. Then we met Michael & Daniel from Quest. They have helped us structure our assets, manage our super and investment as well as setting up protections so we can retire when we want and in a comfortable way. These guys are genuine and truly work to set up your biggest asset ( your future earnings) to work for you and ensure you reach your retirement and wealth goals. Highly recommend.”

– T’Anne Mills

PLANNING FOR YOUR FINANCIAL GOALS?

Book a complimentary discovery session and start creating your financial roadmap.