ABH Financial Planning

Superannuation

Outside the family home or business super is most likely your biggest asset. As part of your financial needs analysis we find out:

  • How much super you have?
  • How much super you require?
  • Where it is invested?
  • How it is invested?
We determine based on YOUR answers and feedback what your risk profile is, your investment time frame and assess your current funds performance and fees. Then we make a recommendation in the form of a 'Statement of Advice' as to how your super can be maximised. We consider such things as making additional contributions or moving you toward a more growth orientated portfolio depending on your situation

ABH Financial Services have modelled portfolios that range from, cash oriented, defensive, balanced, growth and high growth funds. We offer frequent reviews to ensure that your expectations are being met and that your strategy remains suitable.

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