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 answer and feedback what your risk profile is, your investment time frame, assess at your current funds performance and fees. Then we make a recommendation in the format 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 Planning have modelled portfolios that range from, cash, defensive, Balanced , Growth and High growth funds. We offer frequent review to ensure that your expectations are being met and your strategy remains suitable.
