What can we help you find?

Your search had no results
Quality understandable advice you trust

Quality understandable advice you trust

Super and retirement strategies for the life you want. 

Getting ready for end of financial year with eight key super strategies

With year-end fast approaching, make the most of this year’s end of financial year opportunities. This flyer provides an overview of eight key super strategies to help boost your retirement savings while potentially saving on tax.

If you’re thinking about investing more into super, it is important to talk to your Financial Adviser as certain eligibility conditions need to be met before benefiting from any of these strategies.

Should you wish to discuss any of these opportunities with us, we would be delighted to hear from you.

Jacaranda is about quality and understandable advice

At Jacaranda Financial Planning, we are a team of highly-qualified advisers and technical staff that specialise in optimising super and retirement outcomes. We work closely with our clients in a friendly but disciplined way to improve their financial confidence and prosperity. 

Our Senior Advisers have a combined 100+ years of experience in financial markets and financial planning, and they’re backed by all the resources of the Perpetual Group.

Helping you achieve the retirement you deserve

When you’re approaching, or in retirement, there’s no substitute for professional, affordable advice to help you make sound financial decisions. A strategic partnership with Jacaranda Financial Planning can provide the planning and discipline to make your retirement match your unique expectations.  

Your Jacaranda adviser will guide you through the whole retirement journey, to ensure you get the most out of your super and investments. We’ll examine your specific personal financial situation from every angle and identify strategies you can pursue to maximise your retirement income. 

As heard on radio

2GB logo
3AW Logo
4BC Logo
Man and woman discuss finances at table

Contact us today

It’s never too early to get advice. Contact us today to find out how we can increase your prosperity in retirement. 

Seminar locations

 

Sydney

Melbourne

 

5.45pm, Tue 23 July 2024

Raddison Blu Plaza Hotel

(Entrance on Pitt Street)

5.45pm, Thu 20 June 2024

Rialto South Tower

28, 525 Collins Street