Superannuation Advice for a Better Retirement
Get simple, tailored advice to help you save and allocate more wealth for a comfortable retirement.
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Maximise Your Retirement Savings with Superannuation Advice
Learn how superannuation advice can help you grow your retirement fund. Our personalised strategies and support ensure your superannuation works hard for you.
Personalised Superannuation Strategies
Tailored plans designed to help you make the most of your retirement savings. Our experts analyse your financial situation to create a customised strategy that maximises your superannuation potential.
Diversified Superannuation Investments
Don’t rely on a single investment option. Minimise risks and maximise returns by diversifying your superannuation investments across various asset classes, providing stability and growth.
Expert Superannuation Insights
Stay informed with professional advice and timely updates on superannuation policies. Our advisers provide you with the latest trends and insights to help you make informed decisions.
Ongoing Superannuation Monitoring
Regular reviews and adjustments to keep your superannuation aligned with your retirement goals. We continuously monitor your superannuation’s performance, making necessary adjustments to stay on track with your objectives.
CLIENT CASE STUDIES
From where you are now, to where you want to be
Melinda Sinclair
"Andrew is not only knowledgeable, responsive, and practical in his advice...he is also a great guy. He worked through my finances post my marital separation and upon entering the early stages of a new career, and mapped out a trajectory that made my goals seem possible. 3 Years down the track and I have checked off major goals, and plan to keep going. Would not have had the optimism or courage without getting a solid understanding of what I could do via this process. Thanks Andrew!"
Pamela G.
"A friend recommended Kristian Zuza at Peak Wealth Management and I’m not at all sorry! He managed to put $20,000 dollars into my hands almost immediately, by being able to navigate the tricky superannuation rules. (I was completely oblivious to the opportunity.) Furthermore, he has correctly advised my future path to fully benefit on an inheritance I had received, whilst accommodating time and age-restrictions. Kristian proved to be a prompt responder, was meticulously prepared and did not baulk at paperwork or when clarifying phone calls to the superannuation fund were required. Not the usual stereotypical adviser either: he was smart, young, friendly and fun!"
Joseph Daoud
"I have worked with Kristian (and Andrew) for years now and have referred 6 friends and clients that also work with them on an ongoing basis. I just received another thank you message for the introduction to Kristian this morning. The support, advice and workshop meetings on areas I don't have a lot of experience with are really appreciated! I know that the reason I chose to work with you first was for superannuation advice and life insurances but the technical tax planning conversations are always my favourite."
Maddi Brown
"My partner and I came to Kristian on a referral and we haven’t looked back! Kristian helped set up our financial structure and shortly after we achieved our first goal of buying a home. He is now helping us on our path to wealth accumulation for the future. Would highly recommend his services"
OUR ADVISORS
Hey I'm Andrew, and I'm Kristian
Feeling like you’ve tried to achieve financial freedom without enough success? Feeling like you want more... or maybe despite the success you still don't feel you are where you should be.
You're not alone. Year on year, we assist individuals and families in improving their financial freedom with our proven planning and advisory services.
No more unnecessarily sacrificing the lifestyle you desire. We take take out the guess work and clearly map out how your choices can predict your future (and your day to day).
We’ll show you how to make your money work harder for you, simplifying complex financial concepts. Financial success is a team effort, not a solo mission, which is why our clients receive award winning advice from us.
ANDREW DEBONO & KRISTIAN ZUZA
Life-changing advice, we move the needle
Risk free obligation free
What Sets Us Apart
Discover the advantages of working with Peak Wealth Management Financial Advisers.
Accelerate your success
Holistic, comprehensive and thorough financial plan’s accelerate your personal version of financial success.
Build investments strategically
Building Investments in various Asset Classes – asset protection, asset intent, asset tax status are key things we consider.
Pay less tax (legally)
Minimising your tax bills by structuring your assets in the most efficient way.
See it and believe it
Tracked, refined, & visual cash management strategy. See your growth and track your goals.
Know yourself (and your partner)
Understand your good and bad financial habits and what type of person you are. Offset risks and behaviours which might disrupt your financial plan.
Risk free obligation free call
Be on track for your goals & Stay on track
With personalised strategies and ongoing support, achieve and maintain your financial aspirations. We've got your back in guiding you through every step of your financial journey.
Frequently Asked Questions
Who can advise me on superannuation?
Qualified financial advisers, particularly those with expertise in retirement planning and superannuation, can provide you with personalized advice to grow your retirement savings.
Why is superannuation important for my retirement?
Superannuation is a long-term savings plan designed to provide you with income in retirement. It’s often one of the most tax-effective ways to save for the future, helping you maintain your lifestyle after you stop working.
How can I maximise my superannuation contributions?
You can maximize your superannuation by making additional contributions for tax minimisation, taking advantage of employer contributions, and exploring government incentives like co-contributions and tax offsets. A financial adviser can help you develop a strategy that fits your financial situation.
What are the benefits of having a Self-Managed Superannuation Fund (SMSF)?
An SMSF gives you greater control over your investments, flexibility in investment choices, and potential tax benefits. However, it also requires significant time and effort to manage. A financial adviser can help you determine if an SMSF is right for you.
How can superannuation advice help me?
Superannuation advice can help you understand your options, make informed decisions, optimise your retirement savings, and ensure your superannuation strategy aligns with your long-term financial goals.
What should I consider when choosing a superannuation fund?
When choosing a superannuation fund, consider factors such as fees, investment options, performance, insurance options, and services offered. A financial adviser can help you compare different funds and select the one that best meets your needs.
How often should I review my superannuation plan?
It’s recommended to review your superannuation plan at least once a year or whenever there are significant changes in your financial situation, employment, or retirement goals. Regular reviews help ensure your superannuation remains aligned with your objectives.
We're here to help you thrive in your financial journey
Peak Wealth Management will only ever invite you to become a client if we are confident that we can make a lasting impact to your financial freedom and future.
Ask us a question
Want to explore financial advisory solutions but don't know what to expect? Ask Kristian or Andrew our financial advisers a question.
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