Superannuation & SMSF
Take control of your superannuation and build a secure financial future with our expert guidance.
Empowering Your Retirement Savings
Superannuation is a cornerstone of your retirement plan, and at Executive Wealth Solutions, we believe in empowering you to make informed decisions about your super. Whether you're seeking to maximise your contributions, explore investment options, or consider a Self-Managed Super Fund (SMSF), our experienced advisers provide tailored guidance and support.
Understanding Your Options
We'll help you navigate the complexities of superannuation, explaining the different types of funds, contribution rules, and investment strategies. We'll work with you to determine the best approach for your individual needs and goals.
Maximising Your Super
We'll help you optimise your superannuation contributions, explore investment options to maximise growth, and develop a strategy to ensure your super provides a comfortable retirement income.
Exploring SMSFs
For those seeking greater control and flexibility, we offer expert advice on Self Managed Super Fund (SMSF) investment strategies, contributions and income streams. We'll guide you through a range of financial strategies and help you make informed investment decisions to secure your future.
Planning for Your Future
We'll integrate your superannuation strategy with your overall financial plan, ensuring your retirement goals are aligned with your broader financial objectives.
Understanding Your Options
We'll help you navigate the complexities of superannuation, explaining the different types of funds, contribution rules, and investment strategies. We'll work with you to determine the best approach for your individual needs and goals.
Maximising Your Super
We'll help you optimise your superannuation contributions, explore investment options to maximise growth, and develop a strategy to ensure your super provides a comfortable retirement income.
Exploring SMSFs
For those seeking greater control and flexibility, we offer expert advice on Self Managed Super Fund (SMSF) investment strategies, contributions and income streams. We'll guide you through a range of financial strategies and help you make informed investment decisions to secure your future.
Planning for Your Future
We'll integrate your superannuation strategy with your overall financial plan, ensuring your retirement goals are aligned with your broader financial objectives.
I couldn’t be more grateful for the expertise and guidance provided by David. As someone who wasn’t entirely sure about how to best manage my superannuation, I was feeling overwhelmed by all the options and complexities.
Susan Wilson
Executive Wealth Solutions stands out from other firms
Absolute Trust
As an independent advisory firm, we offer unbiased advice and solutions that truly align with your best interests. Your financial well-being is our sole priority.
Expert Advice
High quality advice is never a one-size-fits-all approach. Our advice is tailored to your unique circumstances, goals and financial aspirations.
Superior Service
Experience a level of service that goes above and beyond. We are dedicated to providing ongoing support, proactive advice, and a truly personalised experience.
Value
The benefits and value provided through our expert advice service enriches our clients quality of life and financial wellbeing.
The Financial Advice Process
Our comprehensive five-step process consists of the following stages:
- Step 1 – Understand your situation
- Step 2 – Design a bespoke financial strategy
- Step 3 – Present your statement of advice
- Step 4 – Put the plan into action
- Step 5 – Ongoing review, monitoring, and optimisation
Take The First Step On Your Journey To Financial Security & Peace of Mind
- We will explore what your future could be
- We will explain our unique approach to get results
- We will show you the next steps for your financial success
Frequently Asked Questions
What are the different types of superannuation funds?
There are various types of super funds, including industry funds, retail funds, wrap super funds, and self-managed super funds (SMSFs). We will help you understand the differences and key benefits of each option. As an independent adviser, we have no bias to any type of super fund and our advice is guided by what is best suited to meeting your needs.