Superannuation

Benchmark Financial Services > Superannuation

Superannuation

Benchmark Financial Services > Superannuation

We can maximise the returns and benefits from your superannuation

Did you know that employer contributions are legislated to increase moving forward through to year 2021? By this time, the Super Guarantee Charge (SGC) will be equal to 12% of your salary! This provides both risks and benefits to your retirement goals. By looking at retirement planning (and building wealth) at an early age, you are more likely to maximise the returns and benefits from your superannuation strategy.

At Benchmark we are able to help consolidate, manage and/or maximise your superannuation through a range of strategies and dependant on your needs and goals. From considering insurance options inside super, to tailoring a high quality super investment portfolio, we can assist with all your superannuation needs.

Below is a chart indicating the benefits of having a Benchmark Financial Services adviser assist with your superannuation strategy.

Testimonials

I am very grateful for the personal touch which Rosanne and David have always provided with my financial planning. They have always advocated the long term approach and my Portfolio has experienced excellent growth as a result. I have had a very long term association with Rosanne, David and John & I look forward to continuing to plan my financial future with their professional guidance.

L. KULPA (Cheltenham)

Thank you sincerely for the generous amount of time spent on advising me on all financial and insurance matters. After making a significant professional change, John made me aware of the need to reassess my income protection insurance cover. As it turns out, the new policy which I purchased as advised by John, covered me for my recent out of work accident.

Alan Silver (Commercial Airline Pilot)

Thank you sincerely for the incredible assistance and advice regarding the insurance claim made recently for lost income due to illness. I recall how Rachael made me aware of the need to reassess my income protection insurance cover many years ago and thinking I would never need it. As it turns out, the new policy which I purchased as advised by Rachael, covered me for my recent illness which caused me to not be able to work for 3 months.

John Groenendijk (Southern Cross Hotel)

Rosanne, David & John have managed my Portfolio for 17 years now and in that time their service has always exceeded my expectations. They continue to ensure my financial needs are met and that I am fully informed with the reasonings behind their recommendations. I feel very comfortable knowing that Rosanne & David are managing my finances and have full confidence that their approach to financial planning will continue to produce excellent results for their clients.

C. Carson (Nth Melbourne)

All good businesses to be successful need to be credible and have honest and reliable people directing and working for them.Some fifteen years ago prior to my retirement I was looking for a sound financial adviser to look after my assets.

M. Chestney (Brighton)

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