Thanks to advances in medical technology, we’re all living longer than ever before. That means we’re all going to spend more time in retirement, making superannuation and retirement planning more important than ever before.
We help our clients to achieve goals throughout their working lives meaning that they will be able to afford to live the lifestyle they want when they retire.
These are all questions that we can answer so that you can retire with peace of mind.
Effective estate planning advice can help you to cater for both your own needs and ensure your hard-earned wealth is transferred tax effectively to your beneficiaries.
Simply writing a will or appointing a Power of Attorney just isn’t enough. Careful and regular planning is required to ensure the best outcomes for everyone involved.
Self-Managed Super Funds (SMSF) allow you to take control of how your retirement funds are invested. They are an increasingly popular vehicle for our clients looking to invest in alternative assets such as direct property, unlisted assets and private equity.
We can guide you on SMSF investment advice, set-up, ongoing management, and legal compliance
Insurance is a crucial risk management strategy in financial planning. Protecting your hard-earned wealth is just as important as creating and growing it.
We can advise you on all your personal and business insurance needs, including life, income protection, key person, business expenses, trauma, and total and permanent disablement.
We can help you to develop an investment portfolio that considers your income and capital growth goals, while considering your tolerance to investment risk.
We’ll advise you on the most appropriate investment types and structures for your individual financial situation.
Sandridge Private Wealth can assist you in determining your eligibility for Centrelink benefits and help you in understanding the paperwork required.
Sandridge Private Wealth is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this web page is not financial product advice and is provided for information only.
General advice warning: The advice provided is general advice only. In preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
