Pollock Financial Planning

Pollock Financial Planning

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We provide our clients with sensible, tailored strategies and straightforward advice so that you can relax and focus on turning your dreams into reality.

18/08/2021

A new financial year often means new rules and 2021 – 2022 is no different. Super contribution caps have increased and can be used to boost your assets leading up to retirement. Super will be one of your main assets when you decide to finish work – taking action now means that you can get there sooner!

You might want to invest money now but are worried about how far away retirement is for you. There are always investment opportunities that maintain access to funds, especially with interest rates at an all-time low.

Whatever your situation, don’t delay making a decision to boost your wealth and contact us to discover your options. You can message us or give us a call on 3350 1255 to start a discussion.

11/10/2020

Is 9.5%pa enough for your retirement?

Employer’s are currently required to contribute 9.5% of your employment wages to super, for your retirement. Is this enough and are you on track towards your retirement income targets?

Are you aware of the significant pre-tax wealth creation strategies available to you that could increase your retirement nest egg?

If not, then I would encourage you to take control of your finances and start a discussion about how to better provide for your family’s financial future.

Contact one of our advisers, as a better outcome starts with a single conversation and our advisers can advise you on this matter and others to improve your financial future.

09/09/2020

Working hard and interested in building wealth for yourself, your family and your future?

Superannuation contribution strategies should be considered as part of everyone’s retirement planning options, particularly if you have the earnings capacity to take advantage of catch up concessional contributions, or intend to sell an asset with an associated capital gain.

Contact our office to obtain professional advice before making large financial decisions and start the advice conversation today!

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Telephone

Address


51 Playfield Street, Suite 14
Chermside, QLD
4032

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm