You've worked hard to get yourself into a positive financial position, are you adequately protected against unexpected circumstances that will impact your finances? We can ensure that you are covered in case of the unexpected with TPD & trauma insurance, income protection, death cover and other business related insurances.
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Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you. You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.More than just a Will estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.
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Working with Virtual Financial is a seamless experience and ties in perfectly with my busy work schedule.
Our financial planning services can help you develop a strategy to increase your investments, reduce your debts and plan for your retirement.
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.
Is your wealth protected from unexpected circumstances? We ensure you have all the required insurances to protect you from sickness, trauma and death.
Our financial planning services can help you develop a strategy to increase your investments, reduce your debts and plan for your retirement.
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.
Is your wealth protected from unexpected circumstances? We ensure your have all the required insurances to protect you from sickness, trauma and death.
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.
Adem Becirevic Authorised Representative No. 244661 | Virtual Financial Group Pty Ltd | Corporate Authorised Representative No. 363528 | Shartru Wealth Management Pty Ltd | AFSL 422409 | ABN 46 158 536 871
General Advice Warning
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information
