Whatever your age and no matter how much money you have, it’s important to grow your super and plan for the future. Your superannuation is your money that is saved and invested to provide you with an income or lump sum when you retire. Superannuation is generally a long term investment. You want your super to grow over the years, so you can retire comfortably.

Take an active interest in your super fund and how your super is invested in that fund. Other factors to consider include fees, personal insurances, fund performance and estate planning.

Have you thought about your dreams for retirement? Maybe it’s travel, hobbies, supporting a cause, or simply enjoying a comfortable life. Planning for your retirement and getting the right advice can make a big difference to your future.

We can help you understand the amount of superannuation and other savings you’ll need. And when you’re ready, how to structure your retirement benefits and income. If you’re planning for retirement, transitioning to retirement or if you’ve already retired we can help you with your plans to achieve your goals.

Want to make money worries a thing of the past? We can help you with a personalised spending and savings plan. We’ll help you budget, optimise your cash flow and make better financial choices so you can manage the everyday, reduce debt and still save for the things you want.

A large part of growing your money is actually in managing and reducing debt. Structured properly, sometimes debt can even help build your wealth. But you don’t want debt to become a source of financial pain and stress. We can help you take control of your money and put a plan in place to manage your debt and help you achieve your financial goals.

Whether you’re just starting to think about investing or if you already have an investment portfolio, make sure your money is working hard for you. The strategies and investments you choose can help put you on track to reach your financial and lifestyle goals.

At Bellevue Wealth we can help you manage risk, find opportunities and develop a diversified investment portfolio that’s right for you. When it comes to growing your money, we can help you plan for that.

Most people protect their things with insurances, but what about your lifestyle? What would happen to your family if you get sick or have an accident and can’t work? How will you afford your mortgage payments and living costs?

A Bellevue Wealth adviser can help you with the right personal protection solution - the right levels of cover, structured in the right way, and for the right cost. We’ll make sure you, your family and lifestyle are protected if something unexpected happens in the future.

A Self Managed Super Fund (SMSF) can help to put you in control of your superannuation and is a way to save for your retirement. It gives you choice over how you invest your super money, including purchasing property, shares and other assets.

You may also make savings on tax and administration fees. SMSFs are run by a trustee (which will need to be you) and regulated by the Australian Tax Office (ATO). The trustee is responsible for selecting and managing investments, and compliance of the fund and trust structure. At Bellevue Wealth we can help you understand and comply with the rules, manage the risks, and plan investment strategies to achieve your goals.

Ready to downsize and move on to the next stage of life? Selling and downsizing your home is a way to free up money. The money you make from the sale can be invested in other income-making assets like shares, term deposits, managed funds or superannuation.

Downsizing is a big decision and it’s important to get the right advice for your personal situation and goals. We can help you work out your financial position, explain your options and put a plan in place to secure your future.

You’ve worked hard to build equity in your business. Unexpected events such as the loss of a business partner or key person due to death, disability, critical illness or even retirement can put the future of your business at risk. Without an adequate protection plan, these events can have a devastating impact on your business and personal assets.

We can help you with a tax-effective and tailored business risk protection solution, so you don’t have to worry.