Services > Rollover Advice
 
 

Do you want to be financially independent in retirement?

Superannuation is a tax effective way of accumulating wealth to fund your retirement. It can be a tax advantaged way of saving, making a substantial difference to the value of your savings in the long term.

Retiring represents one of the most significant changes in life, including facing a series of difficult decisions that will have long lasting effects.

Recently government legislation has changed which significantly impacts on all retirees and people expecting to retire and rollover their investment funds. If you are considering retiring in the next 5-10 years it is imperative that you contact us now on 1800 333 640 to maximise your benefits.

Find out more of how we can benefit you:

 
     
 
 

I highly recommend Universal Financial Planning to my friends whom I know will be retiring soon.

Trevor Watts

 
home     |    company profile    |    our team    |    services    |    our credentials    |    testimonials    |    upcoming events    |    contact us
© copyright 2008   : :   site design & developed by GREENlane studios