10 COMMON FINANCIAL CHALLENGES WE PROVIDE SOLUTIONS FOR
How can I reduce my work hours and enjoy more of what life has to offer, whilst maintaining my after-tax income? Can this be done using my super money?
Talk with an Anchor Wealth Advisor for strategies and super advice.
I think my super will fund my retirement, although I could be very wrong. I should find out quantitatively where it’s all heading.
Ask for a superannuation gap analysis.
How is my superannuation invested? Is it working as hard as it should be for my retirement?
Look at investment strategies to grow your super.
How can I help my spouses’ super fund?
Build your spouse’s nest egg and manage taxes.
How can I lower my taxable income whilst putting extra funds into super
Contributions, tax management and Super boosting strategies.
I know that as I age, insurance premiums increase dramatically, and if placed inside super could erode the funds. Are there other premium structures to solve this problem long term? It sounds like something to consider.
The right premium structure has a significant impact on achieving protection and super goals.
I want the best of what the insurance world has to offer but would like to keep the out of pocket cost low. I don’t want to be limited to the uncertain covers that most default super funds offer. I also want to use my super to pay most of the cost. I can see why I require income protection, death insurance, and total and permanent disablement cover.
Strategise using reputable insurance providers, whilst using superannuation to fund most of the premiums.
I need to take out personal insurance. Income protection and life insurance sound like covers my family urgently needs, but I’m not sure that I can afford it. Is there another way to fund the covers?
Funding vital insurance premiums through super funds allow Australians to protect income and loved ones if the unforeseen were to happen.
-Income protection
-Death cover
-Total and permanent disablement cover
I have super everywhere because of job changes. What will the impact be in the long-term?
Having multiple supers can cost you thousands of dollars in fees and insurance premiums in the long-term. Please seek financial advice before rolling over super funds due to insurance implications.
I want to boost my super year in year out, but I don’t want to put extra money into super. Are there other strategies?
Tax management strategies inside super. 15% tax is paid on investment returns and 15% on the contributions your employer makes, including other before-tax contributions. Well-considered tax strategies can be paramount in growing your super.
How can I use my super as a second source of income, simultaneously boosting my super, whilst lowering my taxable income?
Talk with an Anchor Wealth Advisor for strategies and Super advice.
How do we know our retirement funds are structured effectively, increasing our chances of preserving the funds?
Speak to an Anchor Wealth advisor about retirement planning strategies.
Vague one-page super reports I receive yearly are not informative. I’d like to see under the bonnet, have higher transparency and control with my super. What structure allows this?
Get a thorough breakdown of the different structures available.
I want to boost my super year in year out, but I don’t want to put extra money into super. Are there other strategies?
I want to boost my super year in year out, but I don’t want to put extra money into super. Are there other strategies? Tax management strategies inside super. 15% tax is paid on investment returns and 15% on the contributions your employer makes, including other before-tax contributions. Well-considered tax strategies can be paramount in growing your super.
I would like to start investing, but I do not know where to start.
Our expert investment Advisors can guide you on your investment options, whether you are an
experienced investor or just starting with little or no financial background.
Superannuation
Income Protection
Self-managed Super Fund
Mortgage Strategies
Investments
Trauma Insurance
Life Insurance
Total & Permanent disablement cover
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WHY CHOOSE ANCHOR WEALTH AS YOUR FINANCIAL ADVISOR
WE CONSISTENTLY WORK WITH INDIVIDUALS TURNING THEIR ORDINARY INCOME, INTO INCOME GENERATING INVESTMENTS. START YOUR JOURNEY TO FINANCIAL FREEDOM WITH ANCHOR WEALTH BY YOUR SIDE
MOST FINANCIAL ADVISORS ARE PRODUCT FOCUSED. AT ANCHOR WEALTH WORK WITH STRATEGY ADVISORS FOCUSED ON PROVIDING INCREDIBLE VALUE. WE ALSO PRACTICE WHAT WE PREACH, MAKING US THE PERFECT CASE TO ASSESS
SERVICES WE ARE RENOWNED FOR
01
CREATE ASSETS GENERATING YOU PASSIVE INCOME
While most individuals work long hours to earn a living, you can break this vicious cycle by having your money work harder through investing. True wealth, for most, is building passive income sources, supporting you to do the things you love. We will help you understand your options, walk you through the process, and implement the structures, meaning you can finally sit back and watch your money work for your future. Start your journey to financial freedom today with Anchor Wealth.
03
BUILD YOUR SUPER RAPIDLY
Start boosting your Superfund without extra contributions. Our expertise as well as the implementation of tailor-made rigorous Super taxation and investment strategies could help you significantly boost your retirement nest egg.
02
PROTECT YOU AND YOUR FAMILY
Backed by 18,000 plus hours of research, our Advisors will assist you with the critical facets offered by various life insurance products, and the vital features often left out by insurance providers, leaving clients in a world of pain when it comes to claiming. Most importantly, we will structure your insurance in the most-effective, premium model, potentially saving you thousands in the long run. If cash-flow is a limitation, please ask us about using Super to protect you and your loved ones, giving you peace of mind.
04
LOWER YOUR DEBT
Break the shackles of a long-term mortgage. Reduce your mortgage term potentially by a substantial amount of years. By freeing up mortgage money, you may allocate more funds to other areas, like building assets and creating wealth for instance.
GET STARTED
Chat with us in a 30-minute video strategy session allowing you to make an informed decision. It is vital you understand your options as early as possible.
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HAVE QUESTIONS?
Not sure where to start? See our contact us page, there are questions that other clients have had that might resonate with you.
Learn MorePROTECT YOU AND YOUR FAMILY
Don’t leave it to chance, understand your options and protect you and your loved ones.
