our services to you

Superannuation

Self Managed Super Funds

Self managed super funds offer the greatest flexibility when it comes to your superannuation. There are a few prerequisites for starting a SMSF and even more requirements to main one. The Virtual Financial team is able to assist you with every part of setting up and managing your SMSF.

learn more

Retail and Industry Super

Most people have their super in a retail or industry super fund because of their ease and security, this means that most people never look at their super. We can help you make sure that you are getting the best out of your retail or industry super. This includes helping you locate missing super, reducing fees and maximising returns.

learn more
book a Free consultation
virtual financial

our services

financial planning
financial planning - icon

Our financial planning services can help you develop a strategy to increase your investments, reduce your debts and plan for your retirement.

Superannuation
financial planning - icon

We help our clients understand what super strategy is best for them. This includes maximising your retail super or setting up & managing your self managed super fund.

learn more
Wealth Protection
financial planning - icon

Is your wealth protected from unexpected circumstances? We ensure your have all the required insurances to protect you from sickness, trauma and death.

learn more

How to transition to retirement

If you want to ease into retirement by reducing your hours and working part-time, you can maintain your lifestyle by using some of your super to top up your income through a Transition to Retirement Pension (TRP). The key benefit of the strategy is to draw income from the TRP to replace the employment income.

Read more

follow our socials