Newcastle Accountants | Maitland Accountants | Bottrell Offices located in Newcastle, Maitland. Your local Accountants, Tax Agents & Advisors in Newcastle & Maitland.

Retirement Planning

Bottrell Group’s financial division, Bottrell Wealth, are accredited Financial Planning Advisors Retirement Planning. With over 20 years of experience dealing with everyday Australians and Australian businesses, Bottrell Wealth have gained the knowledge and skills to propel your wealth and secure your goals. The team successfully provides the following financial planning services

For Detailed Information on Bottrell Wealth Pty Ltd see our website

Financial Planning & Super

The Importance of Superannuation in Retirement Planning

Superannuation is a tax effective way to save for your retirement. Your employer makes contributions to your super fund, and if you wish, you are able to top it up with your own money. Generally, you are unable to access the savings until retirement.

 

You’re probably wondering what happens to your money while it is in a super fund. It doesn’t just sit there, it is pooled with other members’ money and invested. You have control over where your super is invested – there are opportunities to achieve a high rate of return, or lower the risk and earn a lower rate of return. Different strategies must be exercised throughout the course of your life, to ensure you have sufficient cash in your super for your retirement.

Propel your Individual Wealth

You may have heard numerous cases of successful and well-off individuals setting up a SMSF, taking charge of their investments, running the fund for the sole purpose of providing retirement benefits for the members and their dependants. A SMSF has its Tax File Number (TFN), Australian Business Number (ABN) and transactional bank account, which allows them to receive contributions and rollovers, make investments and pay out pensions.

Retirement Planning with Bottrell

We take the time to discuss all influences and elements that will see your future stages in life benefit from today’s planning and expansion of your current income. Not only do we touch on just how you can successfully and strategically organise your income, Bottrell Wealth will also give sound advice on investment arrangements and your overall transition from employment into retirement.

retirement planning

Newcastle Certified Financial Advisors

What is a Financial Planning advisors and what makes them different?

Certified Financial Planning advisors are professional financial advisors who have obtained the necessary certifications and qualifications to provide expert advice on various financial matters.

At Bottrell Business Consultants, we offer a wide range of services, including accounting, tax, business coaching, financial planning, and marketing. Please contact us at 02 4027 5782 or by email at office@bottrellaccounting.com.au to schedule a consultation and learn how we can help you. Our office is open Monday to Friday, 8:00 am to 5:30 pm (AEST).

Bottrell Wealth Pty Ltd are a corporate authorised representative No. 1243427 of InterPrac Financial Planning Pty Ltd, where we can provide financial planning services. Australian Financial Service License: No 246638.

Contact Us

Contact us at @ Newcastle Accountants